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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $160,182 | $49,976+220.5% | $66,674+140.2% | $82,637+93.8% |
| Participation rate | 80.0% | 63.1%+16.9pp | 73.7%+6.3pp | 68.1%+11.9pp |
| Annual return | 13.31% | 39.09%-25.8pp | 321.24%-307.9pp | 53.51%-40.2pp |
| Employer contribution / active EE | $10,279 | $1,988+417.0% | $2,620+292.3% | $2,552+302.8% |
| Participant deferral / active EE | $6,127 | $2,847+115.2% | $4,084+50.0% | $4,126+48.5% |
| Admin fee / account holder | $10,852 | $4,594+136.2% | $5,098+112.9% | $7,339+47.9% |