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 | $85,716 | $137,414-37.6% | $189,545-54.8% | $85,851-0.2% |
| Participation rate | 86.7% | 84.6%+2.1pp | 87.8%-1.1pp | 69.3%+17.3pp |
| Annual return | 10.27% | 38.14%-27.9pp | 555.36%-545.1pp | 318.63%-308.4pp |
| Employer contribution / active EE | $2,056 | $4,344-52.7% | $6,162-66.6% | $2,565-19.8% |
| Participant deferral / active EE | $4,211 | $6,260-32.7% | $8,220-48.8% | $3,952+6.5% |
| Admin fee / account holder | $417 | $8,630-95.2% | $12,049-96.5% | $6,261-93.3% |