Filed April 12, 2023
Total covered: 10 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 | $41,284 | $45,082-8.4% | $69,464-40.6% | $72,975-43.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 158.13% | 22.66%+135.5pp | 28.98%+129.2pp | 81.01%+77.1pp |
| Employer contribution / active EE | $3,094 | $2,055+50.5% | $2,779+11.3% | $2,440+26.8% |
| Participant deferral / active EE | $2,852 | $2,604+9.5% | $3,536-19.3% | $3,608-20.9% |
| Admin fee / account holder | $1,820 | $3,057-40.5% | $3,840-52.6% | $5,124-64.5% |