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 | $110,137-13.3% | $161,149-40.7% | $82,637+15.6% |
| Participation rate | 97.1% | 72.4%+24.7pp | 78.8%+18.2pp | 68.1%+29.0pp |
| Annual return | 17.77% | 20.69%-2.9pp | 21.16%-3.4pp | 53.51%-35.7pp |
| Employer contribution / active EE | $2,420 | $2,856-15.3% | $4,360-44.5% | $2,552-5.2% |
| Participant deferral / active EE | $8,150 | $4,575+78.2% | $6,153+32.5% | $4,126+97.5% |
| Admin fee / account holder | $1,555 | $9,467-83.6% | $15,194-89.8% | $7,339-78.8% |