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 | $213,478 | $154,209+38.4% | $130,062+64.1% | $139,487+53.0% |
| Participation rate | 95.5% | 82.0%+13.5pp | 78.5%+16.9pp | 80.3%+15.1pp |
| Annual return | 634.48% | 32.52%+602.0pp | -137.37%+771.8pp | 373.84%+260.6pp |
| Employer contribution / active EE | $22,869 | $5,292+332.1% | $4,322+429.1% | $4,755+381.0% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,821-100.0% | $6,713-100.0% |
| Admin fee / account holder | $14,330 | $13,988+2.4% | $10,601+35.2% | $11,407+25.6% |