Filed May 8, 2023
Total covered: 19 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 | $64,700 | $83,369-22.4% | $105,223-38.5% | $67,986-4.8% |
| Participation rate | 38.5% | 56.3%-17.8pp | 75.0%-36.6pp | 57.2%-18.7pp |
| Annual return | 15.70% | 24.64%-8.9pp | 180.65%-165.0pp | 31.67%-16.0pp |
| Employer contribution / active EE | $1,366 | $2,541-46.2% | $3,689-63.0% | $2,019-32.3% |
| Participant deferral / active EE | $3,020 | $3,295-8.4% | $5,072-40.5% | $3,358-10.1% |
| Admin fee / account holder | $16,757 | $4,073+311.5% | $8,859+89.2% | $3,203+423.1% |