Filed September 1, 2022
Total covered: 2 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 | $131,548 | $75,832+73.5% | $147,617-10.9% | $59,633+120.6% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 0.22% | 0.37%-0.1pp | 61.98%-61.8pp | 2041.45%-2041.2pp |
| Employer contribution / active EE | $1,180 | $3,485-66.1% | $5,564-78.8% | $2,203-46.4% |
| Participant deferral / active EE | $7,711 | $3,131+146.3% | $4,895+57.5% | $3,192+141.6% |
| Admin fee / account holder | $3,104 | $5,986-48.1% | $11,612-73.3% | $4,297-27.8% |