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 | $184,014+98.5% | $161,149+126.7% | $138,895+163.0% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.8%+10.1pp | 79.9%+9.0pp |
| Annual return | 17.64% | 21.52%-3.9pp | 21.16%-3.5pp | 145.39%-127.8pp |
| Employer contribution / active EE | $4,614 | $5,055-8.7% | $4,360+5.8% | $4,194+10.0% |
| Participant deferral / active EE | $7,572 | $6,909+9.6% | $6,153+23.1% | $6,396+18.4% |
| Admin fee / account holder | $1,282 | $18,027-92.9% | $15,194-91.6% | $12,562-89.8% |