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).
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 | $56,659 | $64,359-12.0% | $90,161-37.2% | $70,126-19.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 17.34% | 28.13%-10.8pp | 34.89%-17.5pp | 73.15%-55.8pp |
| Employer contribution / active EE | $5,431 | $2,046+165.5% | $3,318+63.7% | $2,343+131.9% |
| Participant deferral / active EE | $9,611 | $4,389+119.0% | $5,287+81.8% | $3,332+188.5% |
| Admin fee / account holder | $1,172 | $3,945-70.3% | $5,943-80.3% | $4,645-74.8% |