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 | $80,674-19.8% | $119,126-45.7% | $64,340+0.6% |
| Participation rate | 38.5% | 55.2%-16.7pp | 75.8%-37.3pp | 55.2%-16.8pp |
| Annual return | 15.70% | 26.86%-11.2pp | 282.11%-266.4pp | 24.14%-8.4pp |
| Employer contribution / active EE | $1,366 | $2,564-46.7% | $4,034-66.1% | $1,862-26.6% |
| Participant deferral / active EE | $3,020 | $3,053-1.1% | $5,318-43.2% | $2,980+1.3% |
| Admin fee / account holder | $16,757 | $4,559+267.6% | $10,693+56.7% | $3,703+352.6% |