Filed November 17, 2021
Total covered: 3 employees
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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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,394 | $159,978-41.0% | $147,041-35.8% | $145,978-35.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.27% | 98.36%-84.1pp | 419.21%-404.9pp | 550.52%-536.3pp |
| Employer contribution / active EE | $6,381 | $5,288+20.7% | $4,935+29.3% | $4,662+36.9% |
| Participant deferral / active EE | $12,233 | $8,429+45.1% | $8,071+51.6% | $6,690+82.9% |
| Admin fee / account holder | $10,002 | $15,053-33.6% | $13,006-23.1% | $13,400-25.4% |