Filed September 29, 2022
Total covered: 2 employees
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $136,038 | $125,237+8.6% | $105,608+28.8% | $145,877-6.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 22.08% | 225.76%-203.7pp | 116.50%-94.4pp | 551.28%-529.2pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,916 | $5,711+21.1% | $5,010+38.1% | $6,691+3.4% |
| Admin fee / account holder | $379 | $17,287-97.8% | $11,028-96.6% | $13,402-97.2% |