Filed April 22, 2023
Total covered: 4 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 | $39,278 | $81,358-51.7% | $155,556-74.8% | $80,959-51.5% |
| Participation rate | 92.5% | 66.3%+26.2pp | 78.2%+14.3pp | 67.7%+24.8pp |
| Annual return | 13.42% | 33.39%-20.0pp | 64.84%-51.4pp | 35.67%-22.3pp |
| Employer contribution / active EE | $7,767 | $3,106+150.0% | $4,675+66.1% | $2,757+181.7% |
| Participant deferral / active EE | $11,341 | $3,455+228.2% | $5,631+101.4% | $4,300+163.7% |
| Admin fee / account holder | $1,328 | $7,994-83.4% | $15,885-91.6% | $6,925-80.8% |