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 | $88,024 | $175,231-49.8% | $149,696-41.2% | $139,466-36.9% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 12.79% | 166.77%-154.0pp | 134.46%-121.7pp | 373.66%-360.9pp |
| Employer contribution / active EE | $2,166 | $5,478-60.5% | $4,821-55.1% | $4,754-54.4% |
| Participant deferral / active EE | $5,787 | $6,521-11.3% | $5,682+1.8% | $6,712-13.8% |
| Admin fee / account holder | $13,669 | $16,155-15.4% | $13,212+3.5% | $11,409+19.8% |