Filed June 22, 2021
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 | $46,277 | $100,911-54.1% | $90,440-48.8% | $158,966-70.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 26.83% | 1726.62%-1699.8pp | 1294.38%-1267.5pp | 302.95%-276.1pp |
| Employer contribution / active EE | $15,484 | $3,690+319.6% | $3,263+374.5% | $4,762+225.1% |
| Participant deferral / active EE | $12,361 | $4,348+184.3% | $3,964+211.9% | $5,983+106.6% |
| Admin fee / account holder | $6,438 | $6,507-1.1% | $5,615+14.7% | $11,250-42.8% |