Filed December 15, 2022
Total covered: 8 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 | $52,718 | $217,427-75.8% | $185,837-71.6% | $167,518-68.5% |
| Participation rate | 66.7% | 86.0%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 39.49% | 148.39%-108.9pp | 122.08%-82.6pp | 478.71%-439.2pp |
| Employer contribution / active EE | $1,648 | $5,874-71.9% | $5,168-68.1% | $4,838-65.9% |
| Participant deferral / active EE | $3,328 | $6,357-47.6% | $5,568-40.2% | $6,342-47.5% |
| Admin fee / account holder | $5,046 | $19,816-74.5% | $16,241-68.9% | $12,312-59.0% |