Filed December 19, 2017 (most recent of 2 filings on file)
Total covered: 4 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 | $83,642 | $48,337+73.0% | $67,560+23.8% | $80,959+3.3% |
| Participation rate | 96.7% | 66.4%+30.2pp | 72.9%+23.7pp | 67.7%+29.0pp |
| Annual return | 12.68% | 18.26%-5.6pp | 3533.50%-3520.8pp | 35.67%-23.0pp |
| Employer contribution / active EE | $6,308 | $2,023+211.9% | $2,737+130.5% | $2,757+128.8% |
| Participant deferral / active EE | $9,826 | $2,928+235.5% | $4,004+145.4% | $4,300+128.5% |
| Admin fee / account holder | $31,449 | $3,695+751.0% | $3,994+687.4% | $6,925+354.1% |