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 | $81,275 | $58,726+38.4% | $142,898-43.1% | $85,851-5.3% |
| Participation rate | 40.6% | 58.5%-17.9pp | 72.0%-31.3pp | 69.3%-28.7pp |
| Annual return | 14.21% | 27.73%-13.5pp | 5639.64%-5625.4pp | 318.63%-304.4pp |
| Employer contribution / active EE | $1,520 | $1,424+6.7% | $4,146-63.3% | $2,565-40.8% |
| Participant deferral / active EE | $3,141 | $2,609+20.4% | $3,838-18.2% | $3,952-20.5% |
| Admin fee / account holder | $2,216 | $4,234-47.7% | $6,560-66.2% | $6,261-64.6% |