Filed April 15, 2022 (most recent of 3 filings on file)
Total covered: 17 employees
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $35,664 | $100,041-64.4% | $149,718-76.2% | $70,131-49.1% |
| Participation rate | 95.5% | 83.6%+11.9pp | 87.1%+8.4pp | 69.5%+25.9pp |
| Annual return | 10.80% | 27.43%-16.6pp | 1501.67%-1490.9pp | 73.14%-62.3pp |
| Employer contribution / active EE | $2,681 | $3,662-26.8% | $5,445-50.8% | $2,342+14.5% |
| Participant deferral / active EE | $1,326 | $4,983-73.4% | $6,569-79.8% | $3,332-60.2% |
| Admin fee / account holder | $4,730 | $8,286-42.9% | $11,283-58.1% | $4,645+1.8% |