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 | $113,912 | $89,370+27.5% | $141,197-19.3% | $72,976+56.1% |
| Participation rate | 92.0% | 75.1%+16.9pp | 82.5%+9.5pp | 69.5%+22.5pp |
| Annual return | 25.25% | 111.88%-86.6pp | 71.41%-46.2pp | 81.02%-55.8pp |
| Employer contribution / active EE | $3,412 | $3,115+9.5% | $4,736-28.0% | $2,440+39.8% |
| Participant deferral / active EE | $7,816 | $5,419+44.2% | $6,710+16.5% | $3,608+116.7% |
| Admin fee / account holder | $6,120 | $5,957+2.7% | $10,265-40.4% | $5,124+19.4% |