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 | $51,184+114.4% | $66,439+65.2% | $86,983+26.2% |
| Participation rate | 96.8% | 68.5%+28.3pp | 74.5%+22.3pp | 69.5%+27.2pp |
| Annual return | 20.33% | 17.07%+3.3pp | 757.66%-737.3pp | 25.83%-5.5pp |
| Employer contribution / active EE | $18,952 | $2,023+836.9% | $2,637+618.7% | $2,584+633.3% |
| Participant deferral / active EE | $13,445 | $2,927+359.3% | $3,876+246.9% | $4,194+220.6% |
| Admin fee / account holder | $6,787 | $4,154+63.4% | $6,173+9.9% | $7,856-13.6% |