Filed June 1, 2022
Total covered: 6 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 | $33,692 | $85,766-60.7% | $136,298-75.3% | $70,126-52.0% |
| Participation rate | 74.6% | 74.2%+0.4pp | 81.9%-7.3pp | 69.5%+5.0pp |
| Annual return | 24.46% | 31.46%-7.0pp | 5156.27%-5131.8pp | 73.15%-48.7pp |
| Employer contribution / active EE | $1,464 | $2,966-50.6% | $4,696-68.8% | $2,343-37.5% |
| Participant deferral / active EE | $3,703 | $5,051-26.7% | $6,247-40.7% | $3,332+11.2% |
| Admin fee / account holder | $710 | $5,421-86.9% | $9,244-92.3% | $4,645-84.7% |