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 | $94,045 | $54,763+71.7% | $90,324+4.1% | $72,976+28.9% |
| Participation rate | 83.3% | 65.2%+18.2pp | 73.3%+10.1pp | 69.5%+13.8pp |
| Annual return | 21.93% | 30.63%-8.7pp | 78.15%-56.2pp | 81.02%-59.1pp |
| Employer contribution / active EE | $2,641 | $2,093+26.2% | $2,856-7.5% | $2,440+8.3% |
| Participant deferral / active EE | $6,365 | $2,887+120.5% | $3,885+63.8% | $3,608+76.4% |
| Admin fee / account holder | $2,110 | $3,973-46.9% | $5,356-60.6% | $5,124-58.8% |