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 | $52,575 | $73,988-28.9% | $96,538-45.5% | $75,177-30.1% |
| Participation rate | 90.9% | 66.4%+24.5pp | 74.3%+16.6pp | 67.2%+23.7pp |
| Annual return | 18.27% | 26.73%-8.5pp | 35.74%-17.5pp | 160.75%-142.5pp |
| Employer contribution / active EE | $2,911 | $2,930-0.7% | $3,740-22.2% | $2,671+9.0% |
| Participant deferral / active EE | $5,876 | $3,660+60.5% | $4,880+20.4% | $4,126+42.4% |
| Admin fee / account holder | $3,062 | $5,220-41.3% | $6,737-54.6% | $5,651-45.8% |