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 | $73,097 | $99,011-26.2% | $86,582-15.6% | $147,586-50.5% |
| Participation rate | 84.2% | 76.3%+7.9pp | 73.5%+10.7pp | 82.8%+1.4pp |
| Annual return | 18.03% | 1312.75%-1294.7pp | 965.08%-947.1pp | 578.59%-560.6pp |
| Employer contribution / active EE | $3,588 | $3,132+14.6% | $2,839+26.4% | $4,876-26.4% |
| Participant deferral / active EE | $5,844 | $3,972+47.1% | $3,609+62.0% | $5,439+7.5% |
| Admin fee / account holder | $33,254 | $5,709+482.5% | $4,904+578.1% | $10,886+205.5% |