Filed January 27, 2022 (most recent of 2 filings on file)
Total covered: 8 employees
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $63,644 | $123,793-48.6% | $177,848-64.2% | $79,856-20.3% |
| Participation rate | 59.3% | 84.7%-25.4pp | 87.7%-28.5pp | 69.6%-10.4pp |
| Annual return | 11.80% | 22.82%-11.0pp | 48.33%-36.5pp | 31.71%-19.9pp |
| Employer contribution / active EE | $638 | $4,095-84.4% | $5,919-89.2% | $2,471-74.2% |
| Participant deferral / active EE | $3,208 | $5,956-46.1% | $7,714-58.4% | $3,741-14.2% |
| Admin fee / account holder | $6,842 | $7,243-5.5% | $12,431-45.0% | $5,306+28.9% |