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 | $29,329 | $77,638-62.2% | $156,551-81.3% | $62,881-53.4% |
| Participation rate | 94.9% | 71.2%+23.7pp | 84.0%+10.9pp | 69.3%+25.6pp |
| Annual return | 8.28% | 50.33%-42.0pp | 32.23%-23.9pp | 20.14%-11.9pp |
| Employer contribution / active EE | $1,943 | $3,444-43.6% | $5,501-64.7% | $2,281-14.8% |
| Participant deferral / active EE | $2,390 | $3,046-21.5% | $4,871-50.9% | $3,203-25.4% |
| Admin fee / account holder | $1,783 | $5,561-67.9% | $13,028-86.3% | $4,296-58.5% |