Filed February 13, 2024
Total covered: 2 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 | $124,360 | $146,267-15.0% | $197,124-36.9% | $82,448+50.8% |
| Participation rate | 82.1% | 84.0%-1.9pp | 86.7%-4.6pp | 68.1%+14.1pp |
| Annual return | 14.47% | 29.61%-15.1pp | 44.34%-29.9pp | 41.64%-27.2pp |
| Employer contribution / active EE | $2,223 | $4,723-52.9% | $6,227-64.3% | $2,551-12.9% |
| Participant deferral / active EE | $5,942 | $7,035-15.5% | $9,135-35.0% | $4,139+43.5% |
| Admin fee / account holder | $7,578 | $14,422-47.5% | $16,298-53.5% | $7,234+4.7% |