Filed December 10, 2021 (most recent of 2 filings on file)
Total covered: 2 employees
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $118,302 | $103,008+14.8% | $90,304+31.0% | $152,897-22.6% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.5%-15.8pp |
| Annual return | 19.70% | 95.22%-75.5pp | 78.13%-58.4pp | 345.43%-325.7pp |
| Employer contribution / active EE | $8,921 | $3,139+184.2% | $2,855+212.5% | $4,764+87.3% |
| Participant deferral / active EE | $4,532 | $4,281+5.9% | $3,885+16.7% | $5,851-22.5% |
| Admin fee / account holder | $557 | $6,175-91.0% | $5,354-89.6% | $11,599-95.2% |