Filed June 29, 2022
Total covered: 6 employees
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $60,836 | $176,077-65.4% | $159,455-61.8% | $167,518-63.7% |
| Participation rate | 57.1% | 84.9%-27.8pp | 82.8%-25.7pp | 82.1%-25.0pp |
| Annual return | 0.00% | 331.83%-331.8pp | 263.63%-263.6pp | 478.71%-478.7pp |
| Employer contribution / active EE | $1,425 | $5,298-73.1% | $4,830-70.5% | $4,838-70.5% |
| Participant deferral / active EE | $1,642 | $7,751-78.8% | $7,353-77.7% | $6,342-74.1% |
| Admin fee / account holder | $312 | $12,556-97.5% | $10,800-97.1% | $12,312-97.5% |