Filed January 2, 2020 (most recent of 2 filings on file)
Total covered: 2 employees
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $103,992 | $181,898-42.8% | $156,551-33.6% | $273,968-62.0% |
| Participation rate | 50.0% | 88.4%-38.4pp | 84.0%-34.0pp | 83.0%-33.0pp |
| Annual return | 4.15% | 30.74%-26.6pp | 32.23%-28.1pp | 41.45%-37.3pp |
| Employer contribution / active EE | $1,680 | $6,248-73.1% | $5,501-69.5% | $4,869-65.5% |
| Participant deferral / active EE | $5,779 | $5,550+4.1% | $4,871+18.6% | $5,287+9.3% |
| Admin fee / account holder | $1,701 | $15,560-89.1% | $13,028-86.9% | $10,132-83.2% |