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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $81,287 | $87,834-7.5% | $133,975-39.3% | $62,881+29.3% |
| Participation rate | 88.0% | 83.4%+4.6pp | 87.1%+0.9pp | 69.3%+18.7pp |
| Annual return | 5.00% | 12.05%-7.0pp | 29.29%-24.3pp | 20.14%-15.1pp |
| Employer contribution / active EE | $1,644 | $3,482-52.8% | $5,211-68.4% | $2,281-27.9% |
| Participant deferral / active EE | $3,921 | $4,812-18.5% | $6,282-37.6% | $3,203+22.4% |
| Admin fee / account holder | $1,186 | $5,372-77.9% | $9,324-87.3% | $4,296-72.4% |