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 | $77,730 | $60,119+29.3% | $90,414-14.0% | $79,860-2.7% |
| Participation rate | 94.3% | 65.0%+29.4pp | 72.7%+21.7pp | 69.6%+24.7pp |
| Annual return | 16.64% | 71.94%-55.3pp | 1293.19%-1276.6pp | 31.72%-15.1pp |
| Employer contribution / active EE | $2,636 | $2,068+27.5% | $3,262-19.2% | $2,471+6.7% |
| Participant deferral / active EE | $6,262 | $2,938+113.2% | $3,963+58.0% | $3,740+67.4% |
| Admin fee / account holder | $17,899 | $3,976+350.2% | $5,611+219.0% | $5,306+237.3% |