Filed August 13, 2019
Total covered: 3 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 | $28,311 | $56,200-49.6% | $67,653-58.2% | $59,633-52.5% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -0.05% | 18506.71%-18506.8pp | 6625.22%-6625.3pp | 2041.40%-2041.5pp |
| Employer contribution / active EE | $1,885 | $1,615+16.7% | $2,266-16.8% | $2,203-14.4% |
| Participant deferral / active EE | $2,077 | $2,843-26.9% | $3,560-41.6% | $3,192-34.9% |
| Admin fee / account holder | $323 | $3,959-91.8% | $4,821-93.3% | $4,297-92.5% |