Filed November 29, 2022
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 | $113,251 | $49,177+130.3% | $79,467+42.5% | $64,173+76.5% |
| Participation rate | 97.2% | 65.0%+32.2pp | 73.3%+23.9pp | 69.6%+27.7pp |
| Annual return | 11.13% | -1.16%+12.3pp | 718.30%-707.2pp | 7.63%+3.5pp |
| Employer contribution / active EE | $5,528 | $2,076+166.3% | $2,800+97.4% | $2,381+132.2% |
| Participant deferral / active EE | $6,500 | $2,821+130.4% | $3,704+75.5% | $3,470+87.3% |
| Admin fee / account holder | $3,193 | $3,839-16.8% | $5,104-37.4% | $4,887-34.7% |