Filed September 1, 2022
Total covered: 2 employees
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $204,224 | $198,457+2.9% | $170,435+19.8% | $147,586+38.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.56% | 257.30%-239.7pp | 205.94%-188.4pp | 578.59%-561.0pp |
| Employer contribution / active EE | $1,146 | $6,183-81.5% | $5,432-78.9% | $4,876-76.5% |
| Participant deferral / active EE | $7,342 | $5,629+30.4% | $4,939+48.6% | $5,439+35.0% |
| Admin fee / account holder | $833 | $16,852-95.1% | $13,881-94.0% | $10,886-92.4% |