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 | $99,875-28.6% | $146,866-51.5% | $86,983-18.0% |
| Participation rate | 74.1% | 75.8%-1.7pp | 82.5%-8.4pp | 69.5%+4.5pp |
| Annual return | 15.43% | 28.10%-12.7pp | 102.85%-87.4pp | 25.83%-10.4pp |
| Employer contribution / active EE | $2,115 | $3,224-34.4% | $4,425-52.2% | $2,584-18.2% |
| Participant deferral / active EE | $5,219 | $6,322-17.5% | $7,759-32.7% | $4,194+24.4% |
| Admin fee / account holder | $4,724 | $7,838-39.7% | $13,620-65.3% | $7,856-39.9% |