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 | $111,535+181.0% | $105,223+197.8% | $137,256+128.3% |
| Participation rate | 93.8% | 78.1%+15.7pp | 75.0%+18.7pp | 80.0%+13.8pp |
| Annual return | 23.57% | 237.85%-214.3pp | 180.65%-157.1pp | 220.34%-196.8pp |
| Employer contribution / active EE | $4,305 | $3,939+9.3% | $3,689+16.7% | $4,156+3.6% |
| Participant deferral / active EE | $8,789 | $5,500+59.8% | $5,072+73.3% | $6,407+37.2% |
| Admin fee / account holder | $107,122 | $9,721+1001.9% | $8,859+1109.2% | $12,270+773.0% |