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.)
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 | $72,320 | $48,078+50.4% | $78,676-8.1% | $62,881+15.0% |
| Participation rate | 71.0% | 65.2%+5.8pp | 73.6%-2.6pp | 69.3%+1.7pp |
| Annual return | -1.30% | 31.36%-32.7pp | 62.19%-63.5pp | 20.14%-21.4pp |
| Employer contribution / active EE | $2,773 | $2,015+37.7% | $2,850-2.7% | $2,281+21.6% |
| Participant deferral / active EE | $4,695 | $2,587+81.5% | $3,517+33.5% | $3,203+46.6% |
| Admin fee / account holder | $26,646 | $3,206+731.1% | $4,510+490.8% | $4,296+520.3% |