Filed October 26, 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 | $67,063 | $157,829-57.5% | $136,867-51.0% | $198,609-66.2% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 10.25% | 51.25%-41.0pp | 42.97%-32.7pp | 202.70%-192.4pp |
| Employer contribution / active EE | $3,087 | $3,923-21.3% | $3,547-13.0% | $5,055-38.9% |
| Participant deferral / active EE | $5,264 | $5,463-3.6% | $4,924+6.9% | $6,977-24.6% |
| Admin fee / account holder | $4,662 | $11,107-58.0% | $10,340-54.9% | $19,030-75.5% |