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 | $78,690-41.4% | $161,489-71.4% | $87,485-47.3% |
| Participation rate | 98.4% | 67.5%+30.9pp | 78.7%+19.7pp | 68.9%+29.5pp |
| Annual return | 32.38% | 32.74%-0.4pp | 89.72%-57.3pp | 26.06%+6.3pp |
| Employer contribution / active EE | $1,704 | $2,588-34.2% | $4,268-60.1% | $2,596-34.4% |
| Participant deferral / active EE | $2,494 | $3,311-24.7% | $5,630-55.7% | $4,274-41.6% |
| Admin fee / account holder | $609 | $6,724-90.9% | $16,006-96.2% | $7,775-92.2% |