Filed August 28, 2020
Total covered: 3 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 | $40,995 | $85,766-52.2% | $136,298-69.9% | $70,126-41.5% |
| Participation rate | 78.6% | 74.2%+4.4pp | 81.9%-3.3pp | 69.5%+9.0pp |
| Annual return | 16.75% | 31.46%-14.7pp | 5156.27%-5139.5pp | 73.15%-56.4pp |
| Employer contribution / active EE | $2,136 | $2,966-28.0% | $4,696-54.5% | $2,343-8.8% |
| Participant deferral / active EE | $4,192 | $5,051-17.0% | $6,247-32.9% | $3,332+25.8% |
| Admin fee / account holder | $3,395 | $5,421-37.4% | $9,244-63.3% | $4,645-26.9% |