Filed January 23, 2018 (most recent of 2 filings on file)
Total covered: 3 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 | $86,058 | $45,152+90.6% | $73,836+16.6% | $59,633+44.3% |
| Participation rate | 93.8% | 64.0%+29.7pp | 73.4%+20.3pp | 68.7%+25.1pp |
| Annual return | 8.51% | 27.40%-18.9pp | 2268.06%-2259.5pp | 2041.45%-2032.9pp |
| Employer contribution / active EE | $3,075 | $1,901+61.7% | $2,787+10.3% | $2,203+39.6% |
| Participant deferral / active EE | $7,156 | $2,573+178.1% | $3,583+99.7% | $3,192+124.2% |
| Admin fee / account holder | $12,361 | $3,515+251.7% | $4,882+153.2% | $4,297+187.7% |