Filed January 2, 2020 (most recent of 2 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 | $119,221 | $198,461-39.9% | $170,436-30.0% | $147,585-19.2% |
| Participation rate | 91.7% | 88.0%+3.7pp | 83.6%+8.1pp | 82.8%+8.8pp |
| Annual return | 17.43% | 257.30%-239.9pp | 205.94%-188.5pp | 578.57%-561.1pp |
| Employer contribution / active EE | $3,960 | $6,184-36.0% | $5,433-27.1% | $4,876-18.8% |
| Participant deferral / active EE | $13,786 | $5,629+144.9% | $4,939+179.1% | $5,439+153.5% |
| Admin fee / account holder | $314 | $16,852-98.1% | $13,880-97.7% | $10,885-97.1% |