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 | $86,813 | $65,409+32.7% | $98,452-11.8% | $85,854+1.1% |
| Participation rate | 96.6% | 65.0%+31.6pp | 73.3%+23.2pp | 69.3%+27.2pp |
| Annual return | 19.53% | 21.76%-2.2pp | 1492.96%-1473.4pp | 318.56%-299.0pp |
| Employer contribution / active EE | $2,954 | $2,168+36.3% | $2,960-0.2% | $2,565+15.2% |
| Participant deferral / active EE | $6,518 | $3,166+105.8% | $4,276+52.4% | $3,952+64.9% |
| Admin fee / account holder | $1,953 | $4,593-57.5% | $5,948-67.2% | $6,260-68.8% |