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 | $64,883 | $40,275+61.1% | $57,356+13.1% | $59,633+8.8% |
| Participation rate | 84.6% | 69.1%+15.5pp | 75.1%+9.5pp | 68.7%+15.9pp |
| Annual return | 1.47% | 27.52%-26.0pp | 24.41%-22.9pp | 2041.45%-2040.0pp |
| Employer contribution / active EE | $3,575 | $1,921+86.1% | $2,689+33.0% | $2,203+62.3% |
| Participant deferral / active EE | $4,873 | $2,400+103.0% | $3,162+54.1% | $3,192+52.7% |
| Admin fee / account holder | $4,789 | $2,820+69.8% | $3,357+42.6% | $4,297+11.4% |