Filed January 11, 2017
Total covered: 2 employees
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $51,757 | $111,535-53.6% | $105,223-50.8% | $137,256-62.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 52.60% | 237.85%-185.2pp | 180.65%-128.0pp | 220.34%-167.7pp |
| Employer contribution / active EE | $604 | $3,939-84.7% | $3,689-83.6% | $4,156-85.5% |
| Participant deferral / active EE | $9,572 | $5,500+74.0% | $5,072+88.7% | $6,407+49.4% |
| Admin fee / account holder | $302 | $9,721-96.9% | $8,859-96.6% | $12,270-97.5% |