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 | $50,183 | $46,534+7.8% | $64,097-21.7% | $75,177-33.2% |
| Participation rate | 93.3% | 65.9%+27.4pp | 72.3%+21.0pp | 67.2%+26.1pp |
| Annual return | 20.01% | 26.07%-6.1pp | 33.75%-13.7pp | 160.75%-140.7pp |
| Employer contribution / active EE | $14,688 | $1,976+643.4% | $2,750+434.1% | $2,671+449.9% |
| Participant deferral / active EE | $11,327 | $2,835+299.6% | $3,881+191.8% | $4,126+174.5% |
| Admin fee / account holder | $2,230 | $2,957-24.6% | $3,070-27.4% | $5,651-60.5% |