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 | $108,147 | $60,128+79.9% | $90,440+19.6% | $79,852+35.4% |
| Participation rate | 89.7% | 65.0%+24.7pp | 72.7%+17.0pp | 69.6%+20.0pp |
| Annual return | 11.16% | 71.95%-60.8pp | 1294.38%-1283.2pp | 31.72%-20.6pp |
| Employer contribution / active EE | $8,067 | $2,068+290.0% | $3,263+147.2% | $2,471+226.5% |
| Participant deferral / active EE | $4,091 | $2,939+39.2% | $3,964+3.2% | $3,740+9.4% |
| Admin fee / account holder | $9,578 | $3,977+140.8% | $5,615+70.6% | $5,306+80.5% |