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 | $160,266 | $53,128+201.7% | $86,582+85.1% | $70,126+128.5% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 20.93% | 27.66%-6.7pp | 965.08%-944.2pp | 73.15%-52.2pp |
| Employer contribution / active EE | $18,399 | $2,068+789.7% | $2,839+548.0% | $2,343+685.4% |
| Participant deferral / active EE | $6,371 | $2,695+136.4% | $3,609+76.6% | $3,332+91.2% |
| Admin fee / account holder | $438 | $3,584-87.8% | $4,904-91.1% | $4,645-90.6% |