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 | $66,247 | $98,760-32.9% | $149,715-55.8% | $79,858-17.0% |
| Participation rate | 91.0% | 75.8%+15.2pp | 82.5%+8.5pp | 69.6%+21.4pp |
| Annual return | 59.48% | 27.43%+32.1pp | 276.66%-217.2pp | 31.72%+27.8pp |
| Employer contribution / active EE | $4,973 | $3,217+54.6% | $4,645+7.1% | $2,471+101.3% |
| Participant deferral / active EE | $13,401 | $5,681+135.9% | $6,842+95.9% | $3,740+258.3% |
| Admin fee / account holder | $690 | $6,053-88.6% | $9,310-92.6% | $5,306-87.0% |