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 | $86,019 | $63,365+35.8% | $91,994-6.5% | $72,975+17.9% |
| Participation rate | 94.2% | 72.5%+21.7pp | 78.6%+15.6pp | 69.5%+24.7pp |
| Annual return | 29.20% | 35.35%-6.1pp | 69.04%-39.8pp | 81.01%-51.8pp |
| Employer contribution / active EE | $5,851 | $2,116+176.6% | $3,453+69.5% | $2,440+139.8% |
| Participant deferral / active EE | $11,416 | $4,883+133.8% | $5,924+92.7% | $3,608+216.4% |
| Admin fee / account holder | $4,266 | $4,670-8.6% | $7,744-44.9% | $5,124-16.7% |