Filed January 30, 2023
Total covered: 25 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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,508 | $108,825-12.2% | $156,181-38.8% | $82,448+15.8% |
| Participation rate | 97.1% | 72.4%+24.7pp | 78.8%+18.2pp | 68.1%+29.0pp |
| Annual return | 17.77% | 20.59%-2.8pp | 64.87%-47.1pp | 41.64%-23.9pp |
| Employer contribution / active EE | $2,420 | $2,870-15.7% | $4,294-43.6% | $2,551-5.1% |
| Participant deferral / active EE | $8,150 | $4,577+78.1% | $6,132+32.9% | $4,139+96.9% |
| Admin fee / account holder | $1,555 | $9,341-83.4% | $14,586-89.3% | $7,234-78.5% |