Filed March 9, 2022 (most recent of 2 filings on file)
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $529,408 | $70,366+652.4% | $66,674+694.0% | $138,895+281.2% |
| Participation rate | 83.3% | 76.2%+7.2pp | 73.7%+9.7pp | 79.9%+3.4pp |
| Annual return | 17.39% | 386.41%-369.0pp | 321.24%-303.9pp | 145.39%-128.0pp |
| Employer contribution / active EE | $18,121 | $2,765+555.3% | $2,620+591.6% | $4,194+332.0% |
| Participant deferral / active EE | $16,442 | $4,374+275.9% | $4,084+302.6% | $6,396+157.1% |
| Admin fee / account holder | $5,099 | $5,262-3.1% | $5,0980% | $12,562-59.4% |