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 | $64,450 | $39,132+64.7% | $57,196+12.7% | $62,881+2.5% |
| Participation rate | 82.8% | 70.5%+12.3pp | 75.3%+7.4pp | 69.3%+13.5pp |
| Annual return | 5.63% | 9.24%-3.6pp | 14.59%-9.0pp | 20.14%-14.5pp |
| Employer contribution / active EE | $4,259 | $1,874+127.3% | $2,683+58.7% | $2,281+86.7% |
| Participant deferral / active EE | $6,489 | $2,374+173.3% | $3,096+109.6% | $3,203+102.6% |
| Admin fee / account holder | $5,004 | $2,594+92.9% | $3,141+59.3% | $4,296+16.5% |