Filed December 10, 2021 (most recent of 2 filings on file)
Total covered: 2 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 | $146,053 | $58,311+150.5% | $81,882+78.4% | $80,959+80.4% |
| Participation rate | 85.7% | 63.5%+22.2pp | 72.4%+13.3pp | 67.7%+18.0pp |
| Annual return | 13.44% | 41.85%-28.4pp | 779.47%-766.0pp | 35.67%-22.2pp |
| Employer contribution / active EE | $8,576 | $2,347+265.5% | $2,916+194.1% | $2,757+211.0% |
| Participant deferral / active EE | $5,275 | $3,287+60.5% | $4,323+22.0% | $4,300+22.7% |
| Admin fee / account holder | $6,976 | $4,752+46.8% | $7,360-5.2% | $6,925+0.7% |