Filed February 9, 2021 (most recent of 4 filings on file)
Total covered: 2 employees
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $31,935 | $115,814-72.4% | $101,275-68.5% | $158,982-79.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 10.56% | 56.16%-45.6pp | 46.48%-35.9pp | 302.99%-292.4pp |
| Employer contribution / active EE | $633 | $4,176-84.8% | $3,660-82.7% | $4,763-86.7% |
| Participant deferral / active EE | $3,571 | $4,958-28.0% | $4,371-18.3% | $5,983-40.3% |
| Admin fee / account holder | $2,379 | $7,249-67.2% | $5,948-60.0% | $11,252-78.9% |