Filed October 11, 2023
Total covered: 2 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 | $84,220 | $169,361-50.3% | $129,397-34.9% | $145,877-42.3% |
| Participation rate | 93.8% | 76.5%+17.3pp | 69.6%+24.1pp | 80.3%+13.4pp |
| Annual return | 13.35% | 14395.54%-14382.2pp | 9453.98%-9440.6pp | 551.28%-537.9pp |
| Employer contribution / active EE | $4,878 | $5,542-12.0% | $4,154+17.4% | $4,663+4.6% |
| Participant deferral / active EE | $6,910 | $4,987+38.5% | $4,167+65.8% | $6,691+3.3% |
| Admin fee / account holder | $4,604 | $9,903-53.5% | $7,679-40.0% | $13,402-65.6% |