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 | $93,475 | $180,462-48.2% | $154,111-39.3% | $135,379-31.0% |
| Participation rate | 92.3% | 87.4%+4.9pp | 83.0%+9.3pp | 82.6%+9.7pp |
| Annual return | -6.04% | 888.17%-894.2pp | 735.18%-741.2pp | 519.79%-525.8pp |
| Employer contribution / active EE | $3,839 | $6,036-36.4% | $5,298-27.5% | $4,779-19.7% |
| Participant deferral / active EE | $11,970 | $5,806+106.1% | $5,081+135.6% | $5,609+113.4% |
| Admin fee / account holder | $25,758 | $16,145+59.5% | $13,411+92.1% | $10,828+137.9% |