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 | $53,063-59.4% | $124,206-82.7% | $82,637-73.9% |
| Participation rate | 84.8% | 58.4%+26.4pp | 69.6%+15.2pp | 68.1%+16.7pp |
| Annual return | 18.28% | 68.87%-50.6pp | 515.27%-497.0pp | 53.51%-35.2pp |
| Employer contribution / active EE | $1,897 | $1,530+23.9% | $3,540-46.4% | $2,552-25.7% |
| Participant deferral / active EE | $2,896 | $2,644+9.5% | $3,968-27.0% | $4,126-29.8% |
| Admin fee / account holder | $1,750 | $4,281-59.1% | $5,929-70.5% | $7,339-76.2% |