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 | $117,875 | $54,355+116.9% | $82,744+42.5% | $68,486+72.1% |
| Participation rate | 72.0% | 63.9%+8.1pp | 72.6%-0.6pp | 67.9%+4.1pp |
| Annual return | -14.09% | -13.67%-0.4pp | 702.22%-716.3pp | -7.85%-6.2pp |
| Employer contribution / active EE | $8,282 | $2,219+273.3% | $3,008+175.3% | $2,597+219.0% |
| Participant deferral / active EE | $4,815 | $3,246+48.3% | $4,395+9.6% | $4,028+19.6% |
| Admin fee / account holder | $3,854 | $4,397-12.3% | $5,325-27.6% | $5,404-28.7% |