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 | $70,002 | $49,177+42.3% | $79,467-11.9% | $64,173+9.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -5.45% | -1.16%-4.3pp | 718.30%-723.8pp | 7.63%-13.1pp |
| Employer contribution / active EE | $2,203 | $2,076+6.1% | $2,800-21.3% | $2,381-7.5% |
| Participant deferral / active EE | $5,410 | $2,821+91.8% | $3,704+46.1% | $3,470+55.9% |
| Admin fee / account holder | $4,575 | $3,839+19.2% | $5,104-10.4% | $4,887-6.4% |