Filed January 27, 2023 (most recent of 2 filings on file)
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.)
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 | $213,743 | $106,749+100.2% | $145,433+47.0% | $82,448+159.2% |
| Participation rate | 88.5% | 75.6%+12.8pp | 82.1%+6.3pp | 68.1%+20.4pp |
| Annual return | 16.08% | 27.59%-11.5pp | 66.58%-50.5pp | 41.64%-25.6pp |
| Employer contribution / active EE | $3,303 | $3,444-4.1% | $4,554-27.5% | $2,551+29.5% |
| Participant deferral / active EE | $11,433 | $6,519+75.4% | $7,897+44.8% | $4,139+176.2% |
| Admin fee / account holder | $1,251 | $8,390-85.1% | $13,129-90.5% | $7,234-82.7% |