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 | $33,904 | $106,008-68.0% | $92,240-63.2% | $147,586-77.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 18.99% | 50.05%-31.1pp | 176.29%-157.3pp | 578.59%-559.6pp |
| Employer contribution / active EE | $8,249 | $4,333+90.4% | $3,680+124.2% | $4,876+69.2% |
| Participant deferral / active EE | $5,153 | $4,478+15.1% | $3,897+32.2% | $5,439-5.3% |
| Admin fee / account holder | $564 | $6,333-91.1% | $5,194-89.1% | $10,886-94.8% |