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 | $83,642 | $48,284+73.2% | $67,524+23.9% | $80,911+3.4% |
| Participation rate | 96.7% | 66.4%+30.3pp | 72.9%+23.8pp | 67.6%+29.0pp |
| Annual return | 12.68% | 18.27%-5.6pp | 3519.41%-3506.7pp | 35.63%-22.9pp |
| Employer contribution / active EE | $6,308 | $2,021+212.0% | $2,734+130.7% | $2,756+128.9% |
| Participant deferral / active EE | $9,826 | $2,927+235.7% | $4,001+145.6% | $4,297+128.7% |
| Admin fee / account holder | $31,449 | $3,688+752.7% | $4,001+686.1% | $6,935+353.5% |