Filed January 21, 2021
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 | $71,288 | $106,864-33.3% | $147,318-51.6% | $82,637-13.7% |
| Participation rate | 74.1% | 75.5%-1.4pp | 82.1%-8.0pp | 68.1%+6.0pp |
| Annual return | 15.43% | 27.49%-12.1pp | 70.43%-55.0pp | 53.51%-38.1pp |
| Employer contribution / active EE | $2,115 | $3,417-38.1% | $4,593-53.9% | $2,552-17.1% |
| Participant deferral / active EE | $5,219 | $6,496-19.7% | $7,906-34.0% | $4,126+26.5% |
| Admin fee / account holder | $4,724 | $8,415-43.9% | $13,708-65.5% | $7,339-35.6% |