Filed June 23, 2023 (most recent of 2 filings on file)
Total covered: 7 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 | $73,863 | $89,367-17.3% | $141,191-47.7% | $72,975+1.2% |
| Participation rate | 96.8% | 75.1%+21.6pp | 82.5%+14.3pp | 69.5%+27.3pp |
| Annual return | 24.23% | 111.87%-87.6pp | 71.41%-47.2pp | 81.01%-56.8pp |
| Employer contribution / active EE | $838 | $3,115-73.1% | $4,736-82.3% | $2,440-65.6% |
| Participant deferral / active EE | $9,185 | $5,419+69.5% | $6,710+36.9% | $3,608+154.6% |
| Admin fee / account holder | $1,217 | $5,957-79.6% | $10,264-88.1% | $5,124-76.3% |