Filed October 28, 2020
Total covered: 4 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 | $112,433 | $45,152+149.0% | $73,836+52.3% | $59,633+88.5% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 0.00% | 27.40%-27.4pp | 2268.06%-2268.1pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $17,963 | $1,901+844.8% | $2,787+544.4% | $2,203+715.5% |
| Participant deferral / active EE | $5,640 | $2,573+119.2% | $3,583+57.4% | $3,192+76.7% |
| Admin fee / account holder | $19,589 | $3,515+457.4% | $4,882+301.3% | $4,297+355.9% |