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 | $93,345-33.6% | $119,126-48.0% | $87,485-29.1% |
| Participation rate | 80.0% | 68.7%+11.3pp | 75.8%+4.2pp | 68.9%+11.1pp |
| Annual return | 15.60% | 19.08%-3.5pp | 282.11%-266.5pp | 26.06%-10.5pp |
| Employer contribution / active EE | $2,706 | $3,172-14.7% | $4,034-32.9% | $2,596+4.2% |
| Participant deferral / active EE | $5,820 | $4,099+42.0% | $5,318+9.4% | $4,274+36.2% |
| Admin fee / account holder | $4,302 | $8,039-46.5% | $10,693-59.8% | $7,775-44.7% |