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 | $93,762 | $101,778-7.9% | $164,975-43.2% | $80,925+15.9% |
| Participation rate | 93.1% | 71.8%+21.3pp | 78.6%+14.5pp | 67.7%+25.4pp |
| Annual return | 18.66% | 16.73%+1.9pp | 70.12%-51.5pp | 35.65%-17.0pp |
| Employer contribution / active EE | $4,584 | $2,954+55.2% | $4,343+5.6% | $2,756+66.3% |
| Participant deferral / active EE | $8,328 | $4,477+86.0% | $6,033+38.0% | $4,299+93.7% |
| Admin fee / account holder | $2,718 | $8,221-66.9% | $12,688-78.6% | $6,940-60.8% |