Filed September 14, 2021
Total covered: 3 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 | $55,512 | $81,504-31.9% | $102,437-45.8% | $80,959-31.4% |
| Participation rate | 70.5% | 66.9%+3.6pp | 74.5%-4.1pp | 67.7%+2.8pp |
| Annual return | 15.95% | 25.60%-9.6pp | 24.95%-9.0pp | 35.67%-19.7pp |
| Employer contribution / active EE | $2,208 | $3,104-28.9% | $3,871-43.0% | $2,757-19.9% |
| Participant deferral / active EE | $4,579 | $3,871+18.3% | $5,060-9.5% | $4,300+6.5% |
| Admin fee / account holder | $15,363 | $6,719+128.6% | $8,388+83.1% | $6,925+121.8% |