Filed October 4, 2022
Total covered: 3 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 | $128,891 | $96,268+33.9% | $143,412-10.1% | $86,983+48.2% |
| Participation rate | 78.8% | 74.6%+4.2pp | 78.5%+0.3pp | 69.5%+9.2pp |
| Annual return | 15.48% | 25.47%-10.0pp | 256.99%-241.5pp | 25.83%-10.4pp |
| Employer contribution / active EE | $2,582 | $3,080-16.2% | $3,748-31.1% | $2,584-0.1% |
| Participant deferral / active EE | $5,580 | $6,001-7.0% | $6,816-18.1% | $4,194+33.1% |
| Admin fee / account holder | $7,905 | $7,778+1.6% | $11,396-30.6% | $7,856+0.6% |