Filed March 17, 2023
Total covered: 19 employees
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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 | $27,028 | $85,766-68.5% | $136,298-80.2% | $70,126-61.5% |
| Participation rate | 81.5% | 74.2%+7.3pp | 81.9%-0.4pp | 69.5%+11.9pp |
| Annual return | 50.39% | 31.46%+18.9pp | 5156.27%-5105.9pp | 73.15%-22.8pp |
| Employer contribution / active EE | $4,152 | $2,966+40.0% | $4,696-11.6% | $2,343+77.2% |
| Participant deferral / active EE | $12,184 | $5,051+141.2% | $6,247+95.0% | $3,332+265.7% |
| Admin fee / account holder | $1,732 | $5,421-68.0% | $9,244-81.3% | $4,645-62.7% |