Filed June 1, 2022
Total covered: 6 employees
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $67,996 | $102,385-33.6% | $147,080-53.8% | $80,935-16.0% |
| Participation rate | 69.3% | 75.9%-6.6pp | 82.2%-12.9pp | 67.7%+1.7pp |
| Annual return | 16.43% | 135.09%-118.7pp | 420.17%-403.7pp | 35.66%-19.2pp |
| Employer contribution / active EE | $1,905 | $3,717-48.8% | $4,933-61.4% | $2,757-30.9% |
| Participant deferral / active EE | $4,917 | $6,651-26.1% | $8,066-39.0% | $4,299+14.4% |
| Admin fee / account holder | $2,936 | $7,951-63.1% | $12,989-77.4% | $6,924-57.6% |