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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $308,375 | $209,422+47.3% | $178,503+72.8% | $158,982+94.0% |
| Participation rate | 84.2% | 86.4%-2.1pp | 81.9%+2.3pp | 82.0%+2.2pp |
| Annual return | 12.53% | 188.81%-176.3pp | 151.12%-138.6pp | 302.99%-290.5pp |
| Employer contribution / active EE | $1,136 | $5,707-80.1% | $5,011-77.3% | $4,763-76.2% |
| Participant deferral / active EE | $7,112 | $5,955+19.4% | $5,202+36.7% | $5,983+18.9% |
| Admin fee / account holder | $17,461 | $17,079+2.2% | $13,987+24.8% | $11,252+55.2% |