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 | $36,411 | $81,276-55.2% | $155,574-76.6% | $80,925-55.0% |
| Participation rate | 98.2% | 66.2%+32.0pp | 78.2%+20.0pp | 67.7%+30.6pp |
| Annual return | 10.80% | 33.36%-22.6pp | 64.87%-54.1pp | 35.65%-24.9pp |
| Employer contribution / active EE | $1,312 | $3,103-57.7% | $4,676-71.9% | $2,756-52.4% |
| Participant deferral / active EE | $2,956 | $3,453-14.4% | $5,629-47.5% | $4,299-31.2% |
| Admin fee / account holder | $1,629 | $7,993-79.6% | $15,914-89.8% | $6,940-76.5% |