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 | $28,005 | $167,362-83.3% | $143,799-80.5% | $134,532-79.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 64.38% | 0.47%+63.9pp | -0.04%+64.4pp | 418.27%-353.9pp |
| Employer contribution / active EE | $10,206 | $5,620+81.6% | $4,952+106.1% | $4,741+115.3% |
| Participant deferral / active EE | $12,345 | $6,447+91.5% | $5,638+118.9% | $6,401+92.9% |
| Admin fee / account holder | $885 | $18,094-95.1% | $14,677-94.0% | $11,429-92.3% |