Filed August 24, 2021 (most recent of 4 filings on file)
Total covered: 4 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 | $115,054 | $60,349+90.6% | $74,184+55.1% | $62,881+83.0% |
| Participation rate | 86.2% | 72.7%+13.5pp | 76.6%+9.6pp | 69.3%+16.9pp |
| Annual return | 7.01% | 21.38%-14.4pp | 17.74%-10.7pp | 20.14%-13.1pp |
| Employer contribution / active EE | $1,098 | $1,680-34.7% | $2,370-53.7% | $2,281-51.9% |
| Participant deferral / active EE | $4,121 | $2,856+44.3% | $3,550+16.1% | $3,203+28.7% |
| Admin fee / account holder | $6,322 | $4,261+48.4% | $5,586+13.2% | $4,296+47.2% |