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 | $73,909 | $54,353+36.0% | $82,726-10.7% | $68,498+7.9% |
| Participation rate | 92.1% | 63.9%+28.1pp | 72.6%+19.5pp | 67.9%+24.2pp |
| Annual return | -18.11% | -13.67%-4.4pp | 701.33%-719.4pp | -7.84%-10.3pp |
| Employer contribution / active EE | $2,882 | $2,218+29.9% | $3,009-4.2% | $2,596+11.0% |
| Participant deferral / active EE | $6,924 | $3,246+113.3% | $4,394+57.6% | $4,027+71.9% |
| Admin fee / account holder | $1,760 | $4,396-60.0% | $5,328-67.0% | $5,403-67.4% |