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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,129 | $125,797-60.9% | $170,057-71.1% | $75,177-34.6% |
| Participation rate | 96.6% | 83.6%+13.0pp | 87.0%+9.6pp | 67.2%+29.4pp |
| Annual return | 14.40% | 27.20%-12.8pp | 53.42%-39.0pp | 160.75%-146.4pp |
| Employer contribution / active EE | $1,492 | $4,616-67.7% | $6,790-78.0% | $2,671-44.1% |
| Participant deferral / active EE | $2,273 | $6,838-66.8% | $10,411-78.2% | $4,126-44.9% |
| Admin fee / account holder | $2,509 | $8,177-69.3% | $12,826-80.4% | $5,651-55.6% |