Filed April 8, 2024
Total covered: 17 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 | $71,237 | $67,602+5.4% | $82,312-13.5% | $70,126+1.6% |
| Participation rate | 97.3% | 72.8%+24.5pp | 76.9%+20.4pp | 69.5%+27.7pp |
| Annual return | 19.22% | 21.57%-2.3pp | 25.88%-6.7pp | 73.15%-53.9pp |
| Employer contribution / active EE | $1,990 | $1,755+13.4% | $2,428-18.0% | $2,343-15.0% |
| Participant deferral / active EE | $5,855 | $2,987+96.0% | $3,706+58.0% | $3,332+75.7% |
| Admin fee / account holder | $1,091 | $4,512-75.8% | $5,608-80.5% | $4,645-76.5% |