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 | $67,063 | $70,366-4.7% | $66,674+0.6% | $138,895-51.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 10.25% | 386.41%-376.2pp | 321.24%-311.0pp | 145.39%-135.1pp |
| Employer contribution / active EE | $3,087 | $2,765+11.6% | $2,620+17.8% | $4,194-26.4% |
| Participant deferral / active EE | $5,264 | $4,374+20.3% | $4,084+28.9% | $6,396-17.7% |
| Admin fee / account holder | $4,662 | $5,262-11.4% | $5,098-8.5% | $12,562-62.9% |