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 | $160,236 | $77,638+106.4% | $156,551+2.4% | $62,881+154.8% |
| Participation rate | 96.0% | 71.2%+24.8pp | 84.0%+12.0pp | 69.3%+26.7pp |
| Annual return | 9.13% | 50.33%-41.2pp | 32.23%-23.1pp | 20.14%-11.0pp |
| Employer contribution / active EE | $1,121 | $3,444-67.4% | $5,501-79.6% | $2,281-50.8% |
| Participant deferral / active EE | $7,293 | $3,046+139.5% | $4,871+49.7% | $3,203+127.7% |
| Admin fee / account holder | $10,318 | $5,561+85.5% | $13,028-20.8% | $4,296+140.2% |