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 | $83,843-22.8% | $123,973-47.8% | $65,306-0.9% |
| Participation rate | 38.5% | 56.0%-17.5pp | 76.7%-38.2pp | 57.7%-19.2pp |
| Annual return | 15.70% | 19.87%-4.2pp | 388.13%-372.4pp | 21.94%-6.2pp |
| Employer contribution / active EE | $1,366 | $2,873-52.5% | $4,126-66.9% | $1,967-30.6% |
| Participant deferral / active EE | $3,020 | $2,997+0.8% | $5,247-42.4% | $2,959+2.0% |
| Admin fee / account holder | $16,757 | $4,735+253.9% | $11,799+42.0% | $3,480+381.5% |