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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $89,278 | $54,763+63.0% | $90,324-1.2% | $72,976+22.3% |
| Participation rate | 97.4% | 65.2%+32.3pp | 73.3%+24.2pp | 69.5%+27.9pp |
| Annual return | 4.61% | 30.63%-26.0pp | 78.15%-73.5pp | 81.02%-76.4pp |
| Employer contribution / active EE | $5,230 | $2,093+149.8% | $2,856+83.1% | $2,440+114.3% |
| Participant deferral / active EE | $6,796 | $2,887+135.4% | $3,885+74.9% | $3,608+88.4% |
| Admin fee / account holder | $24,520 | $3,973+517.1% | $5,356+357.8% | $5,124+378.5% |