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.
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 | $51,548 | $123,793-58.4% | $177,848-71.0% | $79,856-35.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 10.19% | 22.82%-12.6pp | 48.33%-38.1pp | 31.71%-21.5pp |
| Employer contribution / active EE | $2,580 | $4,095-37.0% | $5,919-56.4% | $2,471+4.4% |
| Participant deferral / active EE | $1,074 | $5,956-82.0% | $7,714-86.1% | $3,741-71.3% |
| Admin fee / account holder | $1,404 | $7,243-80.6% | $12,431-88.7% | $5,306-73.5% |