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 | $81,233-51.6% | $155,567-74.8% | $80,874-51.4% |
| Participation rate | 92.5% | 66.2%+26.3pp | 78.2%+14.3pp | 67.6%+24.9pp |
| Annual return | 13.42% | 33.33%-19.9pp | 64.74%-51.3pp | 35.62%-22.2pp |
| Employer contribution / active EE | $7,767 | $3,101+150.5% | $4,674+66.2% | $2,756+181.9% |
| Participant deferral / active EE | $11,341 | $3,452+228.5% | $5,628+101.5% | $4,297+163.9% |
| Admin fee / account holder | $1,328 | $7,998-83.4% | $15,916-91.7% | $6,935-80.8% |