Filed October 1, 2024
Total covered: 10 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 | $64,894 | $114,119-43.1% | $107,187-39.5% | $138,895-53.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 19.41% | 273.21%-253.8pp | 204.55%-185.1pp | 145.39%-126.0pp |
| Employer contribution / active EE | $4,650 | $4,059+14.6% | $3,782+22.9% | $4,194+10.9% |
| Participant deferral / active EE | $10,799 | $5,538+95.0% | $5,096+111.9% | $6,396+68.8% |
| Admin fee / account holder | $4,000 | $10,024-60.1% | $9,162-56.3% | $12,562-68.2% |