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 | $169,161-50.2% | $129,295-34.9% | $145,959-42.3% |
| Participation rate | 93.8% | 76.5%+17.3pp | 69.6%+24.1pp | 80.3%+13.5pp |
| Annual return | 13.35% | 14348.07%-14334.7pp | 9429.28%-9415.9pp | 561.95%-548.6pp |
| Employer contribution / active EE | $4,878 | $5,543-12.0% | $4,157+17.3% | $4,661+4.7% |
| Participant deferral / active EE | $6,910 | $4,989+38.5% | $4,169+65.7% | $6,689+3.3% |
| Admin fee / account holder | $4,604 | $9,878-53.4% | $7,665-39.9% | $13,398-65.6% |