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 | $103,082 | $81,643+26.3% | $70,462+46.3% | $158,950-35.1% |
| Participation rate | 90.9% | 77.7%+13.2pp | 75.1%+15.8pp | 82.0%+8.9pp |
| Annual return | 25.37% | 208.51%-183.1pp | 109.08%-83.7pp | 302.91%-277.5pp |
| Employer contribution / active EE | $4,530 | $3,218+40.8% | $2,737+65.5% | $4,762-4.9% |
| Participant deferral / active EE | $6,476 | $4,555+42.2% | $3,710+74.6% | $5,983+8.2% |
| Admin fee / account holder | $7,169 | $6,194+15.7% | $3,845+86.4% | $11,248-36.3% |