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 | $160,182 | $61,125+162.1% | $94,057+70.3% | $87,485+83.1% |
| Participation rate | 80.0% | 64.1%+15.9pp | 73.3%+6.7pp | 68.9%+11.1pp |
| Annual return | 13.31% | 35.20%-21.9pp | 480.62%-467.3pp | 26.06%-12.8pp |
| Employer contribution / active EE | $10,279 | $2,136+381.1% | $2,933+250.5% | $2,596+295.9% |
| Participant deferral / active EE | $6,127 | $3,260+87.9% | $4,709+30.1% | $4,274+43.4% |
| Admin fee / account holder | $10,852 | $5,629+92.8% | $7,244+49.8% | $7,775+39.6% |