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 | $100,194-83.4% | $122,979-86.5% | $86,983-80.9% |
| Participation rate | 71.1% | 73.0%-1.9pp | 77.2%-6.1pp | 69.5%+1.5pp |
| Annual return | 20.60% | 16.47%+4.1pp | 20.12%+0.5pp | 25.83%-5.2pp |
| Employer contribution / active EE | $1,019 | $2,326-56.2% | $3,062-66.7% | $2,584-60.6% |
| Participant deferral / active EE | $2,291 | $4,133-44.6% | $5,003-54.2% | $4,194-45.4% |
| Admin fee / account holder | $590 | $10,148-94.2% | $12,864-95.4% | $7,856-92.5% |