Filed November 25, 2022
Total covered: 5 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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $313,362 | $129,737+141.5% | $119,126+163.1% | $154,746+102.5% |
| Participation rate | 93.8% | 78.9%+14.9pp | 75.8%+18.0pp | 80.7%+13.0pp |
| Annual return | 23.57% | 379.08%-355.5pp | 282.11%-258.5pp | 172.34%-148.8pp |
| Employer contribution / active EE | $4,305 | $4,375-1.6% | $4,034+6.7% | $4,379-1.7% |
| Participant deferral / active EE | $8,789 | $5,842+50.4% | $5,318+65.3% | $6,730+30.6% |
| Admin fee / account holder | $107,122 | $11,961+795.6% | $10,693+901.8% | $14,365+645.7% |