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 | $61,992 | $88,672-30.1% | $105,223-41.1% | $82,448-24.8% |
| Participation rate | 80.0% | 67.9%+12.1pp | 75.0%+5.0pp | 68.1%+11.9pp |
| Annual return | 15.60% | 30.86%-15.3pp | 180.65%-165.1pp | 41.64%-26.0pp |
| Employer contribution / active EE | $2,706 | $3,048-11.2% | $3,689-26.6% | $2,551+6.1% |
| Participant deferral / active EE | $5,820 | $4,036+44.2% | $5,072+14.7% | $4,139+40.6% |
| Admin fee / account holder | $4,302 | $7,146-39.8% | $8,859-51.4% | $7,234-40.5% |