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 | $89,836 | $47,479+89.2% | $62,929+42.8% | $82,448+9.0% |
| Participation rate | 88.9% | 66.9%+22.0pp | 73.1%+15.8pp | 68.1%+20.8pp |
| Annual return | 20.08% | 20.34%-0.3pp | 1063.93%-1043.8pp | 41.64%-21.6pp |
| Employer contribution / active EE | $4,238 | $1,885+124.8% | $2,505+69.2% | $2,551+66.1% |
| Participant deferral / active EE | $7,180 | $2,870+150.1% | $3,888+84.7% | $4,139+73.5% |
| Admin fee / account holder | $7,787 | $3,804+104.7% | $5,065+53.8% | $7,234+7.6% |