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 | $42,836 | $56,287-23.9% | $80,977-47.1% | $62,881-31.9% |
| Participation rate | 100.0% | 68.9%+31.1pp | 75.8%+24.2pp | 69.3%+30.7pp |
| Annual return | 12.28% | 22.13%-9.9pp | 17.11%-4.8pp | 20.14%-7.9pp |
| Employer contribution / active EE | $4,731 | $1,943+143.5% | $3,715+27.4% | $2,281+107.4% |
| Participant deferral / active EE | $8,428 | $4,196+100.9% | $5,696+48.0% | $3,203+163.1% |
| Admin fee / account holder | $893 | $3,742-76.1% | $5,517-83.8% | $4,296-79.2% |