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 | $68,186 | $92,743-26.5% | $82,744-17.6% | $134,532-49.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.84% | 946.63%-961.5pp | 702.22%-717.1pp | 418.27%-433.1pp |
| Employer contribution / active EE | $3,544 | $3,273+8.3% | $3,008+17.8% | $4,741-25.3% |
| Participant deferral / active EE | $5,300 | $4,802+10.4% | $4,395+20.6% | $6,401-17.2% |
| Admin fee / account holder | $6,559 | $5,977+9.7% | $5,325+23.2% | $11,429-42.6% |