Filed November 22, 2022
Total covered: 4 employees
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,946 | $115,810-88.8% | $101,271-87.2% | $158,966-91.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 81.82% | 56.15%+25.7pp | 46.48%+35.3pp | 302.95%-221.1pp |
| Employer contribution / active EE | $2,078 | $4,175-50.2% | $3,660-43.2% | $4,762-56.4% |
| Participant deferral / active EE | $4,297 | $4,958-13.3% | $4,371-1.7% | $5,983-28.2% |
| Admin fee / account holder | $3,492 | $7,248-51.8% | $5,948-41.3% | $11,250-69.0% |