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 | $91,778 | $96,678-5.1% | $86,640+5.9% | $139,466-34.2% |
| Participation rate | 94.1% | 74.4%+19.7pp | 71.7%+22.4pp | 80.3%+13.8pp |
| Annual return | 11.84% | 106.69%-94.8pp | 592.52%-580.7pp | 373.66%-361.8pp |
| Employer contribution / active EE | $3,164 | $3,265-3.1% | $3,024+4.6% | $4,754-33.5% |
| Participant deferral / active EE | $7,402 | $4,837+53.0% | $4,438+66.8% | $6,712+10.3% |
| Admin fee / account holder | $6,493 | $6,410+1.3% | $5,616+15.6% | $11,409-43.1% |