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 | $107,079+20.4% | $151,266-14.8% | $87,485+47.3% |
| Participation rate | 78.8% | 71.1%+7.7pp | 77.0%+1.8pp | 68.9%+9.9pp |
| Annual return | 15.48% | 22.17%-6.7pp | 180.60%-165.1pp | 26.06%-10.6pp |
| Employer contribution / active EE | $2,582 | $3,174-18.7% | $4,237-39.1% | $2,596-0.5% |
| Participant deferral / active EE | $5,580 | $5,789-3.6% | $7,337-23.9% | $4,274+30.6% |
| Admin fee / account holder | $7,905 | $8,059-1.9% | $13,159-39.9% | $7,775+1.7% |