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 | $48,327+59.8% | $67,575+14.3% | $80,935-4.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 17.67% | 18.31%-0.6pp | 3528.98%-3511.3pp | 35.66%-18.0pp |
| Employer contribution / active EE | $17,484 | $2,022+764.6% | $2,736+539.2% | $2,757+534.2% |
| Participant deferral / active EE | $13,421 | $2,927+358.5% | $4,003+235.2% | $4,299+212.2% |
| Admin fee / account holder | $8,355 | $3,692+126.3% | $3,993+109.2% | $6,924+20.7% |