Filed May 20, 2025
Total covered: 2 employees
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $142,395 | $160,070-11.0% | $147,117-3.2% | $145,897-2.4% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 15.43% | 98.69%-83.3pp | 420.54%-405.1pp | 552.29%-536.9pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $12,249 | $8,419+45.5% | $8,065+51.9% | $6,689+83.1% |
| Admin fee / account holder | $8,263 | $15,035-45.0% | $12,993-36.4% | $13,390-38.3% |