Filed January 13, 2022
Total covered: 6 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 | $78,339 | $48,078+62.9% | $78,676-0.4% | $62,881+24.6% |
| Participation rate | 91.4% | 65.2%+26.2pp | 73.6%+17.9pp | 69.3%+22.1pp |
| Annual return | 7.55% | 31.36%-23.8pp | 62.19%-54.6pp | 20.14%-12.6pp |
| Employer contribution / active EE | $10,023 | $2,015+397.6% | $2,850+251.7% | $2,281+339.5% |
| Participant deferral / active EE | $7,643 | $2,587+195.4% | $3,517+117.3% | $3,203+138.6% |
| Admin fee / account holder | $2,894 | $3,206-9.7% | $4,510-35.8% | $4,296-32.6% |