Filed January 11, 2024
Total covered: 2 employees
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $37,605 | $70,684-46.8% | $169,397-77.8% | $75,177-50.0% |
| Participation rate | 68.8% | 64.8%+3.9pp | 77.2%-8.4pp | 67.2%+1.5pp |
| Annual return | 46.38% | 36.38%+10.0pp | 406.23%-359.8pp | 160.75%-114.4pp |
| Employer contribution / active EE | $2,805 | $2,211+26.9% | $4,013-30.1% | $2,671+5.0% |
| Participant deferral / active EE | $5,785 | $4,310+34.2% | $6,223-7.0% | $4,126+40.2% |
| Admin fee / account holder | $1,401 | $5,404-74.1% | $9,017-84.5% | $5,651-75.2% |