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 | $95,050 | $99,031-4.0% | $86,597+9.8% | $147,585-35.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 14.29% | 1312.56%-1298.3pp | 964.96%-950.7pp | 578.57%-564.3pp |
| Employer contribution / active EE | $8,950 | $3,132+185.7% | $2,840+215.2% | $4,876+83.5% |
| Participant deferral / active EE | $2,039 | $3,972-48.7% | $3,609-43.5% | $5,439-62.5% |
| Admin fee / account holder | $1,153 | $5,711-79.8% | $4,906-76.5% | $10,885-89.4% |