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 | $89,836 | $48,011+87.1% | $63,803+40.8% | $82,637+8.7% |
| Participation rate | 88.9% | 66.6%+22.3pp | 72.7%+16.2pp | 68.1%+20.8pp |
| Annual return | 20.08% | 19.84%+0.2pp | 543.72%-523.6pp | 53.51%-33.4pp |
| Employer contribution / active EE | $4,238 | $1,904+122.6% | $2,532+67.4% | $2,552+66.1% |
| Participant deferral / active EE | $7,180 | $2,846+152.2% | $3,843+86.8% | $4,126+74.0% |
| Admin fee / account holder | $7,787 | $3,873+101.0% | $5,196+49.9% | $7,339+6.1% |