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 | $100,901 | $138,393-27.1% | $184,256-45.2% | $80,959+24.6% |
| Participation rate | 89.3% | 83.9%+5.4pp | 86.8%+2.5pp | 67.7%+21.6pp |
| Annual return | 15.85% | 20.01%-4.2pp | 28.85%-13.0pp | 35.67%-19.8pp |
| Employer contribution / active EE | $2,724 | $4,847-43.8% | $6,427-57.6% | $2,757-1.2% |
| Participant deferral / active EE | $6,268 | $7,076-11.4% | $9,133-31.4% | $4,300+45.8% |
| Admin fee / account holder | $2,257 | $10,489-78.5% | $13,899-83.8% | $6,925-67.4% |