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 | $69,271 | $152,612-54.6% | $125,192-44.7% | $152,897-54.7% |
| Participation rate | 85.0% | 83.3%+1.7pp | 79.8%+5.2pp | 82.5%+2.5pp |
| Annual return | 20.59% | 54.85%-34.3pp | 43.79%-23.2pp | 345.43%-324.8pp |
| Employer contribution / active EE | $3,529 | $4,947-28.7% | $3,866-8.7% | $4,764-25.9% |
| Participant deferral / active EE | $6,258 | $5,868+6.6% | $4,937+26.8% | $5,851+7.0% |
| Admin fee / account holder | $12,196 | $13,437-9.2% | $9,704+25.7% | $11,599+5.1% |