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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $32,570 | $77,816-58.1% | $123,549-73.6% | $64,181-49.3% |
| Participation rate | 79.1% | 74.7%+4.4pp | 82.3%-3.2pp | 69.6%+9.5pp |
| Annual return | -11.12% | 12.49%-23.6pp | 119.20%-130.3pp | 7.63%-18.8pp |
| Employer contribution / active EE | $3,790 | $3,014+25.7% | $4,628-18.1% | $2,381+59.2% |
| Participant deferral / active EE | $10,291 | $5,240+96.4% | $6,426+60.2% | $3,470+196.6% |
| Admin fee / account holder | $1,633 | $5,519-70.4% | $9,284-82.4% | $4,887-66.6% |