Filed October 14, 2021
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 | $21,529 | $56,116-61.6% | $135,768-84.1% | $86,983-75.2% |
| Participation rate | 84.8% | 60.1%+24.7pp | 71.1%+13.7pp | 69.5%+15.2pp |
| Annual return | 18.28% | 125.33%-107.1pp | 526.10%-507.8pp | 25.83%-7.6pp |
| Employer contribution / active EE | $1,897 | $1,528+24.1% | $3,394-44.1% | $2,584-26.6% |
| Participant deferral / active EE | $2,896 | $2,690+7.7% | $3,977-27.2% | $4,194-31.0% |
| Admin fee / account holder | $1,750 | $4,314-59.4% | $7,048-75.2% | $7,856-77.7% |