Filed July 3, 2024
Total covered: 8 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 | $109,745 | $50,554+117.1% | $67,681+62.1% | $87,485+25.4% |
| Participation rate | 96.8% | 67.7%+29.1pp | 73.7%+23.0pp | 68.9%+27.8pp |
| Annual return | 20.33% | 17.81%+2.5pp | 590.58%-570.3pp | 26.06%-5.7pp |
| Employer contribution / active EE | $18,952 | $1,988+853.1% | $2,678+607.6% | $2,596+630.0% |
| Participant deferral / active EE | $13,445 | $2,961+354.0% | $3,976+238.2% | $4,274+214.6% |
| Admin fee / account holder | $6,787 | $4,132+64.2% | $6,100+11.3% | $7,775-12.7% |