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 | $85,748 | $45,082+90.2% | $69,464+23.4% | $72,975+17.5% |
| Participation rate | 93.5% | 68.5%+25.1pp | 74.6%+18.9pp | 69.5%+24.1pp |
| Annual return | 27.61% | 22.66%+5.0pp | 28.98%-1.4pp | 81.01%-53.4pp |
| Employer contribution / active EE | $4,135 | $2,055+101.2% | $2,779+48.8% | $2,440+69.4% |
| Participant deferral / active EE | $6,267 | $2,604+140.7% | $3,536+77.2% | $3,608+73.7% |
| Admin fee / account holder | $8,274 | $3,057+170.7% | $3,840+115.5% | $5,124+61.5% |