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 | $99,970 | $46,599+114.5% | $64,101+56.0% | $75,173+33.0% |
| Participation rate | 94.1% | 65.9%+28.2pp | 72.3%+21.8pp | 67.2%+26.9pp |
| Annual return | 23.43% | 26.06%-2.6pp | 33.72%-10.3pp | 160.72%-137.3pp |
| Employer contribution / active EE | $5,463 | $1,975+176.6% | $2,749+98.8% | $2,671+104.5% |
| Participant deferral / active EE | $8,502 | $2,837+199.7% | $3,881+119.1% | $4,126+106.0% |
| Admin fee / account holder | $6,928 | $2,956+134.4% | $3,070+125.6% | $5,651+22.6% |