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 | $81,696+26.2% | $70,494+46.2% | $158,982-35.2% |
| Participation rate | 90.9% | 77.7%+13.2pp | 75.1%+15.9pp | 82.0%+8.9pp |
| Annual return | 25.37% | 208.70%-183.3pp | 109.16%-83.8pp | 302.99%-277.6pp |
| Employer contribution / active EE | $4,530 | $3,220+40.7% | $2,738+65.4% | $4,763-4.9% |
| Participant deferral / active EE | $6,476 | $4,558+42.1% | $3,711+74.5% | $5,983+8.2% |
| Admin fee / account holder | $7,169 | $6,200+15.6% | $3,848+86.3% | $11,252-36.3% |