Filed February 9, 2021 (most recent of 4 filings on file)
Total covered: 2 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 | $28,655 | $133,983-78.6% | $112,244-74.5% | $134,493-78.7% |
| Participation rate | 76.9% | 78.6%-1.6pp | 75.1%+1.9pp | 81.2%-4.3pp |
| Annual return | -18.62% | 47.13%-65.8pp | 27.46%-46.1pp | 418.01%-436.6pp |
| Employer contribution / active EE | $0 | $4,039-100.0% | $3,635-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,537 | $5,291-52.1% | $4,728-46.3% | $6,400-60.4% |
| Admin fee / account holder | $1,507 | $7,490-79.9% | $6,411-76.5% | $11,425-86.8% |