Filed August 25, 2022
Total covered: 4 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 | $46,139 | $76,407-39.6% | $150,298-69.3% | $82,448-44.0% |
| Participation rate | 98.4% | 66.4%+32.0pp | 77.8%+20.6pp | 68.1%+30.3pp |
| Annual return | 32.38% | 39.99%-7.6pp | 62.79%-30.4pp | 41.64%-9.3pp |
| Employer contribution / active EE | $1,704 | $2,614-34.8% | $4,154-59.0% | $2,551-33.2% |
| Participant deferral / active EE | $2,494 | $3,214-22.4% | $5,453-54.3% | $4,139-39.7% |
| Admin fee / account holder | $609 | $6,352-90.4% | $14,116-95.7% | $7,234-91.6% |