Filed January 3, 2025
Total covered: 8 employees
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $35,644 | $100,060-64.4% | $149,721-76.2% | $70,126-49.2% |
| Participation rate | 86.7% | 83.6%+3.1pp | 87.1%-0.4pp | 69.5%+17.1pp |
| Annual return | 16.40% | 27.46%-11.1pp | 1501.67%-1485.3pp | 73.15%-56.7pp |
| Employer contribution / active EE | $1,477 | $3,661-59.7% | $5,444-72.9% | $2,343-37.0% |
| Participant deferral / active EE | $2,451 | $4,982-50.8% | $6,568-62.7% | $3,332-26.4% |
| Admin fee / account holder | $431 | $8,285-94.8% | $11,282-96.2% | $4,645-90.7% |