Filed July 14, 2022
Total covered: 6 employees
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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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $462,962 | $88,778+421.5% | $81,844+465.7% | $145,884+217.4% |
| Participation rate | 90.9% | 75.1%+15.8pp | 72.4%+18.5pp | 80.3%+10.6pp |
| Annual return | 14.27% | 1033.03%-1018.8pp | 778.87%-764.6pp | 551.85%-537.6pp |
| Employer contribution / active EE | $32,818 | $3,087+963.1% | $2,916+1025.3% | $4,662+603.9% |
| Participant deferral / active EE | $15,150 | $4,648+225.9% | $4,323+250.4% | $6,690+126.5% |
| Admin fee / account holder | $4,452 | $8,430-47.2% | $7,355-39.5% | $13,392-66.8% |