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 | $77,239 | $48,337+59.8% | $67,560+14.3% | $80,959-4.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 17.67% | 18.26%-0.6pp | 3533.50%-3515.8pp | 35.67%-18.0pp |
| Employer contribution / active EE | $17,484 | $2,023+764.4% | $2,737+538.9% | $2,757+534.1% |
| Participant deferral / active EE | $13,421 | $2,928+358.3% | $4,004+235.2% | $4,300+212.1% |
| Admin fee / account holder | $8,355 | $3,695+126.1% | $3,994+109.2% | $6,925+20.6% |