Filed January 30, 2023
Total covered: 25 employees
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $223,554 | $101,795+119.6% | $165,100+35.4% | $80,959+176.1% |
| Participation rate | 96.4% | 71.8%+24.6pp | 78.6%+17.8pp | 67.7%+28.8pp |
| Annual return | 30.89% | 16.73%+14.2pp | 70.21%-39.3pp | 35.67%-4.8pp |
| Employer contribution / active EE | $18,047 | $2,954+511.0% | $4,348+315.1% | $2,757+554.6% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,300-100.0% |
| Admin fee / account holder | $14,709 | $8,221+78.9% | $12,696+15.9% | $6,925+112.4% |