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 | $65,440+32.7% | $98,506-11.9% | $85,851+1.1% |
| Participation rate | 96.6% | 65.0%+31.5pp | 73.3%+23.2pp | 69.3%+27.2pp |
| Annual return | 19.53% | 21.75%-2.2pp | 1494.92%-1475.4pp | 318.63%-299.1pp |
| Employer contribution / active EE | $2,954 | $2,169+36.2% | $2,961-0.2% | $2,565+15.2% |
| Participant deferral / active EE | $6,518 | $3,168+105.7% | $4,277+52.4% | $3,952+64.9% |
| Admin fee / account holder | $1,953 | $4,596-57.5% | $5,955-67.2% | $6,261-68.8% |