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 | $95,305 | $58,275+63.5% | $81,844+16.4% | $80,935+17.8% |
| Participation rate | 97.2% | 63.5%+33.7pp | 72.4%+24.8pp | 67.7%+29.5pp |
| Annual return | 21.79% | 41.82%-20.0pp | 778.87%-757.1pp | 35.66%-13.9pp |
| Employer contribution / active EE | $4,995 | $2,346+112.9% | $2,916+71.3% | $2,757+81.2% |
| Participant deferral / active EE | $9,517 | $3,285+189.7% | $4,323+120.1% | $4,299+121.4% |
| Admin fee / account holder | $13,244 | $4,749+178.9% | $7,355+80.0% | $6,924+91.3% |