Filed February 19, 2020 (most recent of 2 filings on file)
Total covered: 3 employees
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $40,136 | $49,896-19.6% | $80,627-50.2% | $75,173-46.6% |
| Participation rate | 52.6% | 55.3%-2.7pp | 67.0%-14.4pp | 67.2%-14.6pp |
| Annual return | 21.57% | 34.67%-13.1pp | 936.76%-915.2pp | 160.72%-139.1pp |
| Employer contribution / active EE | $1,648 | $1,699-3.0% | $2,723-39.5% | $2,671-38.3% |
| Participant deferral / active EE | $3,992 | $2,992+33.4% | $4,443-10.2% | $4,126-3.3% |
| Admin fee / account holder | $1,693 | $3,578-52.7% | $5,381-68.5% | $5,651-70.0% |