Filed November 8, 2022 (most recent of 2 filings on file)
Total covered: 3 employees
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,636 | $95,453-82.6% | $112,040-85.2% | $82,448-79.8% |
| Participation rate | 71.1% | 72.8%-1.7pp | 76.5%-5.4pp | 68.1%+3.0pp |
| Annual return | 20.60% | 23.92%-3.3pp | 24.52%-3.9pp | 41.64%-21.0pp |
| Employer contribution / active EE | $1,019 | $2,318-56.0% | $2,954-65.5% | $2,551-60.0% |
| Participant deferral / active EE | $2,291 | $4,224-45.8% | $5,098-55.1% | $4,139-44.6% |
| Admin fee / account holder | $590 | $9,013-93.5% | $12,098-95.1% | $7,234-91.9% |