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 | $220,557 | $202,342+9.0% | $172,752+27.7% | $152,897+44.3% |
| Participation rate | 95.5% | 87.1%+8.4pp | 82.6%+12.8pp | 82.5%+13.0pp |
| Annual return | 22.51% | 1029.83%-1007.3pp | 802.97%-780.5pp | 345.43%-322.9pp |
| Employer contribution / active EE | $1,127 | $5,858-80.8% | $5,144-78.1% | $4,764-76.3% |
| Participant deferral / active EE | $6,482 | $5,948+9.0% | $5,198+24.7% | $5,851+10.8% |
| Admin fee / account holder | $28,725 | $17,111+67.9% | $13,955+105.8% | $11,599+147.6% |