Filed November 25, 2019
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 | $71,798 | $53,128+35.1% | $86,582-17.1% | $70,126+2.4% |
| Participation rate | 97.7% | 65.3%+32.4pp | 73.5%+24.2pp | 69.5%+28.2pp |
| Annual return | 16.79% | 27.66%-10.9pp | 965.08%-948.3pp | 73.15%-56.4pp |
| Employer contribution / active EE | $1,920 | $2,068-7.2% | $2,839-32.4% | $2,343-18.0% |
| Participant deferral / active EE | $4,879 | $2,695+81.0% | $3,609+35.2% | $3,332+46.4% |
| Admin fee / account holder | $2,269 | $3,584-36.7% | $4,904-53.7% | $4,645-51.2% |