Filed August 6, 2021 (most recent of 3 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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $337,748 | $166,131+103.3% | $164,975+104.7% | $145,877+131.5% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.6%+10.3pp | 80.3%+8.6pp |
| Annual return | 12.95% | 100.37%-87.4pp | 70.12%-57.2pp | 551.28%-538.3pp |
| Employer contribution / active EE | $5,138 | $5,276-2.6% | $4,343+18.3% | $4,663+10.2% |
| Participant deferral / active EE | $8,316 | $6,962+19.4% | $6,033+37.8% | $6,691+24.3% |
| Admin fee / account holder | $1,253 | $16,648-92.5% | $12,688-90.1% | $13,402-90.7% |