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 | $48,314+73.1% | $67,561+23.8% | $80,925+3.4% |
| Participation rate | 96.7% | 66.4%+30.3pp | 72.9%+23.8pp | 67.7%+29.0pp |
| Annual return | 12.68% | 18.28%-5.6pp | 3525.44%-3512.8pp | 35.65%-23.0pp |
| Employer contribution / active EE | $6,308 | $2,022+212.0% | $2,735+130.6% | $2,756+128.8% |
| Participant deferral / active EE | $9,826 | $2,927+235.7% | $4,003+145.5% | $4,299+128.6% |
| Admin fee / account holder | $31,449 | $3,690+752.4% | $4,006+685.1% | $6,940+353.1% |