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 | $133,998-78.6% | $112,263-74.5% | $134,545-78.7% |
| Participation rate | 76.9% | 78.6%-1.6pp | 75.1%+1.9pp | 81.2%-4.3pp |
| Annual return | -18.62% | 47.17%-65.8pp | 27.49%-46.1pp | 418.37%-437.0pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,537 | $5,292-52.1% | $4,729-46.4% | $6,401-60.4% |
| Admin fee / account holder | $1,507 | $7,493-79.9% | $6,410-76.5% | $11,431-86.8% |