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 | $97,550-82.9% | $120,344-86.2% | $87,485-81.0% |
| Participation rate | 71.1% | 72.8%-1.7pp | 76.7%-5.6pp | 68.9%+2.2pp |
| Annual return | 20.60% | 18.41%+2.2pp | 20.30%+0.3pp | 26.06%-5.5pp |
| Employer contribution / active EE | $1,019 | $2,291-55.5% | $3,020-66.2% | $2,596-60.7% |
| Participant deferral / active EE | $2,291 | $4,230-45.8% | $5,135-55.4% | $4,274-46.4% |
| Admin fee / account holder | $590 | $9,543-93.8% | $12,742-95.4% | $7,775-92.4% |