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 | $62,451 | $100,895-38.1% | $90,430-30.9% | $158,950-60.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 3.52% | 1725.54%-1722.0pp | 1293.73%-1290.2pp | 302.91%-299.4pp |
| Employer contribution / active EE | $4,248 | $3,689+15.2% | $3,262+30.2% | $4,762-10.8% |
| Participant deferral / active EE | $5,321 | $4,347+22.4% | $3,963+34.3% | $5,983-11.1% |
| Admin fee / account holder | $24,558 | $6,505+277.5% | $5,613+337.5% | $11,248+118.3% |