Filed January 13, 2022
Total covered: 6 employees
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Employer 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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,870 | $45,152+59.2% | $73,836-2.7% | $59,633+20.5% |
| Participation rate | 93.9% | 64.0%+29.9pp | 73.4%+20.5pp | 68.7%+25.3pp |
| Annual return | -2.59% | 27.40%-30.0pp | 2268.06%-2270.6pp | 2041.45%-2044.0pp |
| Employer contribution / active EE | $1 | $1,901-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $6,350 | $2,573+146.8% | $3,583+77.2% | $3,192+99.0% |
| Admin fee / account holder | $7,843 | $3,515+123.2% | $4,882+60.7% | $4,297+82.5% |