Filed December 31, 2018 (most recent of 3 filings on file)
Total covered: 3 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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $252,083 | $150,447+67.6% | $136,298+84.9% | $147,586+70.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.89% | 1049.15%-1030.3pp | 5156.27%-5137.4pp | 578.59%-559.7pp |
| Employer contribution / active EE | $5,424 | $5,256+3.2% | $4,696+15.5% | $4,876+11.2% |
| Participant deferral / active EE | $12,499 | $6,631+88.5% | $6,247+100.1% | $5,439+129.8% |
| Admin fee / account holder | $343 | $10,906-96.9% | $9,244-96.3% | $10,886-96.8% |