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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $248,133 | $133,983+85.2% | $112,244+121.1% | $134,493+84.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.33% | 47.13%-65.5pp | 27.46%-45.8pp | 418.01%-436.3pp |
| Employer contribution / active EE | $20,133 | $4,039+398.5% | $3,635+453.9% | $4,740+324.8% |
| Participant deferral / active EE | $12,929 | $5,291+144.4% | $4,728+173.4% | $6,400+102.0% |
| Admin fee / account holder | $1,105 | $7,490-85.2% | $6,411-82.8% | $11,425-90.3% |