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 | $117,410 | $53,837+118.1% | $75,717+55.1% | $85,856+36.8% |
| Participation rate | 92.9% | 69.1%+23.8pp | 74.8%+18.0pp | 69.3%+23.5pp |
| Annual return | 15.15% | 24.54%-9.4pp | 104.58%-89.4pp | 318.58%-303.4pp |
| Employer contribution / active EE | $4,648 | $2,017+130.4% | $2,743+69.4% | $2,565+81.2% |
| Participant deferral / active EE | $7,019 | $2,895+142.5% | $3,821+83.7% | $3,952+77.6% |
| Admin fee / account holder | $5,451 | $3,341+63.2% | $3,619+50.6% | $6,261-12.9% |