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 | $84,841 | $45,041+88.4% | $63,003+34.7% | $70,131+21.0% |
| Participation rate | 83.3% | 69.5%+13.8pp | 74.8%+8.5pp | 69.5%+13.8pp |
| Annual return | 23.34% | 18.76%+4.6pp | 87.59%-64.2pp | 73.14%-49.8pp |
| Employer contribution / active EE | $4,166 | $2,052+103.0% | $2,760+50.9% | $2,342+77.9% |
| Participant deferral / active EE | $6,472 | $2,465+162.5% | $3,329+94.4% | $3,332+94.2% |
| Admin fee / account holder | $364 | $2,836-87.2% | $3,600-89.9% | $4,645-92.2% |