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 | $89,270 | $154,193-42.1% | $130,045-31.4% | $139,466-36.0% |
| Participation rate | 95.7% | 82.0%+13.7pp | 78.5%+17.2pp | 80.3%+15.3pp |
| Annual return | 15.09% | 32.51%-17.4pp | -137.30%+152.4pp | 373.66%-358.6pp |
| Employer contribution / active EE | $6,324 | $5,292+19.5% | $4,321+46.3% | $4,754+33.0% |
| Participant deferral / active EE | $9,326 | $6,709+39.0% | $5,820+60.2% | $6,712+38.9% |
| Admin fee / account holder | $7,465 | $13,989-46.6% | $10,600-29.6% | $11,409-34.6% |