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 | $69,717 | $103,008-32.3% | $90,304-22.8% | $152,897-54.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 3.82% | 95.22%-91.4pp | 78.13%-74.3pp | 345.43%-341.6pp |
| Employer contribution / active EE | $3,933 | $3,139+25.3% | $2,855+37.8% | $4,764-17.4% |
| Participant deferral / active EE | $4,967 | $4,281+16.0% | $3,885+27.8% | $5,851-15.1% |
| Admin fee / account holder | $4,574 | $6,175-25.9% | $5,354-14.6% | $11,599-60.6% |