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 | $88,528 | $57,285+54.5% | $86,605+2.2% | $75,173+17.8% |
| Participation rate | 92.4% | 63.2%+29.2pp | 71.7%+20.7pp | 67.2%+25.2pp |
| Annual return | 18.70% | 2671.04%-2652.3pp | 591.39%-572.7pp | 160.65%-142.0pp |
| Employer contribution / active EE | $3,683 | $2,315+59.1% | $3,023+21.8% | $2,670+37.9% |
| Participant deferral / active EE | $8,153 | $3,318+145.7% | $4,438+83.7% | $4,126+97.6% |
| Admin fee / account holder | $7,291 | $4,112+77.3% | $5,611+29.9% | $5,651+29.0% |