Filed November 18, 2015 (most recent of 2 filings on file)
Total covered: 6 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 | $107,715 | $47,848+125.1% | $81,473+32.2% | $70,124+53.6% |
| Participation rate | 100.0% | 58.3%+41.7pp | 68.0%+32.0pp | 69.5%+30.5pp |
| Annual return | 14.27% | 27.25%-13.0pp | 38.78%-24.5pp | 73.14%-58.9pp |
| Employer contribution / active EE | $3,083 | $1,527+101.9% | $2,568+20.1% | $2,342+31.6% |
| Participant deferral / active EE | $5,818 | $2,453+137.2% | $3,537+64.5% | $3,332+74.6% |
| Admin fee / account holder | $1,169 | $3,145-62.8% | $4,561-74.4% | $4,645-74.8% |