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 | $64,556 | $58,600+10.2% | $83,327-22.5% | $64,173+0.6% |
| Participation rate | 98.8% | 72.0%+26.7pp | 77.8%+21.0pp | 69.6%+29.2pp |
| Annual return | -7.41% | 9.66%-17.1pp | 10.64%-18.0pp | 7.63%-15.0pp |
| Employer contribution / active EE | $5,651 | $2,098+169.3% | $3,379+67.3% | $2,381+137.4% |
| Participant deferral / active EE | $11,011 | $4,656+136.5% | $5,565+97.9% | $3,470+217.4% |
| Admin fee / account holder | $5,115 | $9,282-44.9% | $7,540-32.2% | $4,887+4.6% |