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 | $365,357 | $178,174+105.1% | $156,181+133.9% | $137,256+166.2% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.8%+10.1pp | 80.0%+8.9pp |
| Annual return | 17.64% | 84.19%-66.6pp | 64.87%-47.2pp | 220.34%-202.7pp |
| Employer contribution / active EE | $4,614 | $4,972-7.2% | $4,294+7.5% | $4,156+11.0% |
| Participant deferral / active EE | $7,572 | $6,888+9.9% | $6,132+23.5% | $6,407+18.2% |
| Admin fee / account holder | $1,282 | $17,404-92.6% | $14,586-91.2% | $12,270-89.6% |