Filed January 11, 2017
Total covered: 2 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 | $16,627 | $107,368-84.5% | $92,915-82.1% | $152,909-89.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 22.91% | 145.64%-122.7pp | 109.45%-86.5pp | 345.46%-322.6pp |
| Employer contribution / active EE | $2,583 | $4,222-38.8% | $3,653-29.3% | $4,764-45.8% |
| Participant deferral / active EE | $3,695 | $4,848-23.8% | $4,238-12.8% | $5,851-36.9% |
| Admin fee / account holder | $750 | $7,082-89.4% | $5,796-87.1% | $11,601-93.5% |