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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $160,182 | $51,638+210.2% | $68,368+134.3% | $82,448+94.3% |
| Participation rate | 80.0% | 63.6%+16.4pp | 73.8%+6.2pp | 68.1%+11.9pp |
| Annual return | 13.31% | 37.53%-24.2pp | 292.57%-279.3pp | 41.64%-28.3pp |
| Employer contribution / active EE | $10,279 | $2,047+402.3% | $2,649+288.1% | $2,551+303.0% |
| Participant deferral / active EE | $6,127 | $2,914+110.3% | $4,123+48.6% | $4,139+48.0% |
| Admin fee / account holder | $10,852 | $4,643+133.7% | $5,150+110.7% | $7,234+50.0% |