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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $82,756 | $42,909+92.9% | $60,906+35.9% | $68,486+20.8% |
| Participation rate | 87.9% | 66.8%+21.1pp | 73.1%+14.8pp | 67.9%+20.0pp |
| Annual return | -22.32% | -13.99%-8.3pp | 16.94%-39.3pp | -7.85%-14.5pp |
| Employer contribution / active EE | $4,874 | $1,979+146.3% | $2,703+80.3% | $2,597+87.7% |
| Participant deferral / active EE | $7,108 | $2,866+148.0% | $3,814+86.4% | $4,028+76.5% |
| Admin fee / account holder | $7,345 | $3,104+136.6% | $3,227+127.6% | $5,404+35.9% |