Filed February 3, 2021 (most recent of 2 filings on file)
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 | $50,343 | $85,766-41.3% | $136,297-63.1% | $70,124-28.2% |
| Participation rate | 87.0% | 74.2%+12.9pp | 81.9%+5.1pp | 69.5%+17.5pp |
| Annual return | 18.64% | 31.45%-12.8pp | 5156.19%-5137.6pp | 73.14%-54.5pp |
| Employer contribution / active EE | $1,464 | $2,966-50.6% | $4,696-68.8% | $2,342-37.5% |
| Participant deferral / active EE | $3,073 | $5,051-39.2% | $6,247-50.8% | $3,332-7.8% |
| Admin fee / account holder | $4,257 | $5,420-21.5% | $9,244-54.0% | $4,645-8.4% |