Filed September 22, 2023 (most recent of 4 filings on file)
Total covered: 4 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 | $43,857 | $63,342-30.8% | $92,236-52.5% | $70,131-37.5% |
| Participation rate | 60.0% | 68.7%-8.7pp | 76.5%-16.5pp | 69.5%-9.5pp |
| Annual return | 17.22% | 530.15%-512.9pp | 176.29%-159.1pp | 73.14%-55.9pp |
| Employer contribution / active EE | $871 | $2,471-64.8% | $3,679-76.3% | $2,342-62.8% |
| Participant deferral / active EE | $2,653 | $2,854-7.0% | $3,897-31.9% | $3,332-20.4% |
| Admin fee / account holder | $527 | $3,840-86.3% | $5,194-89.9% | $4,645-88.7% |