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 | $119,024 | $48,078+147.6% | $78,676+51.3% | $62,881+89.3% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 10.05% | 31.36%-21.3pp | 62.19%-52.1pp | 20.14%-10.1pp |
| Employer contribution / active EE | $17,883 | $2,015+787.7% | $2,850+527.5% | $2,281+684.0% |
| Participant deferral / active EE | $5,351 | $2,587+106.8% | $3,517+52.2% | $3,203+67.1% |
| Admin fee / account holder | $10,797 | $3,206+236.8% | $4,510+139.4% | $4,296+151.3% |