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 | $146,053 | $58,241+150.8% | $81,780+78.6% | $80,911+80.5% |
| Participation rate | 85.7% | 63.4%+22.3pp | 72.4%+13.4pp | 67.6%+18.1pp |
| Annual return | 13.44% | 41.73%-28.3pp | 776.27%-762.8pp | 35.63%-22.2pp |
| Employer contribution / active EE | $8,576 | $2,343+266.0% | $2,914+194.3% | $2,756+211.2% |
| Participant deferral / active EE | $5,275 | $3,283+60.7% | $4,321+22.1% | $4,297+22.7% |
| Admin fee / account holder | $6,976 | $4,973+40.3% | $7,384-5.5% | $6,935+0.6% |