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 | $47,479+131.1% | $62,929+74.4% | $82,448+33.1% |
| Participation rate | 96.8% | 66.9%+29.9pp | 73.1%+23.7pp | 68.1%+28.7pp |
| Annual return | 20.33% | 20.34%0pp | 1063.93%-1043.6pp | 41.64%-21.3pp |
| Employer contribution / active EE | $18,952 | $1,885+905.2% | $2,505+656.7% | $2,551+642.9% |
| Participant deferral / active EE | $13,445 | $2,870+368.4% | $3,888+245.8% | $4,139+224.8% |
| Admin fee / account holder | $6,787 | $3,804+78.4% | $5,065+34.0% | $7,234-6.2% |