Filed January 17, 2023
Total covered: 2 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 | $87,336 | $52,507+66.3% | $129,406-32.5% | $74,478+17.3% |
| Participation rate | 27.0% | 53.9%-26.9pp | 69.6%-42.7pp | 67.2%-40.2pp |
| Annual return | 12.12% | 15.64%-3.5pp | 9468.18%-9456.1pp | 1370.56%-1358.4pp |
| Employer contribution / active EE | $1,024 | $1,534-33.3% | $4,155-75.4% | $2,626-61.0% |
| Participant deferral / active EE | $2,123 | $2,801-24.2% | $4,167-49.1% | $4,350-51.2% |
| Admin fee / account holder | $599 | $2,639-77.3% | $7,689-92.2% | $1,946-69.2% |