Filed November 12, 2021 (most recent of 2 filings on file)
Total covered: 8 employees
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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 | $39,056 | $52,911-26.2% | $73,309-46.7% | $59,633-34.5% |
| Participation rate | 87.5% | 68.2%+19.3pp | 74.9%+12.6pp | 68.7%+18.8pp |
| Annual return | 8.86% | 12.20%-3.3pp | 5.67%+3.2pp | 2041.45%-2032.6pp |
| Employer contribution / active EE | $4,745 | $1,909+148.6% | $3,237+46.6% | $2,203+115.4% |
| Participant deferral / active EE | $8,411 | $4,069+106.7% | $4,991+68.5% | $3,192+163.5% |
| Admin fee / account holder | $1,826 | $3,835-52.4% | $5,635-67.6% | $4,297-57.5% |