Filed May 7, 2019 (most recent of 3 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.)
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 | $107,433 | $48,050+123.6% | $85,969+25.0% | $59,633+80.2% |
| Participation rate | 79.8% | 64.5%+15.3pp | 76.5%+3.2pp | 68.7%+11.1pp |
| Annual return | -0.50% | 0.29%-0.8pp | 9.32%-9.8pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $1,690 | $1,640+3.1% | $3,474-51.3% | $2,203-23.3% |
| Participant deferral / active EE | $2,753 | $2,249+22.4% | $3,829-28.1% | $3,192-13.7% |
| Admin fee / account holder | $2,546 | $3,206-20.6% | $6,053-57.9% | $4,297-40.7% |