Filed October 6, 2017 (most recent of 2 filings on file)
Total covered: 4 employees
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $51,847 | $77,962-33.5% | $178,540-71.0% | $80,935-35.9% |
| Participation rate | 58.6% | 65.7%-7.0pp | 77.1%-18.5pp | 67.7%-9.0pp |
| Annual return | 15.41% | 18.10%-2.7pp | 27.15%-11.7pp | 35.66%-20.2pp |
| Employer contribution / active EE | $309 | $2,280-86.4% | $3,953-92.2% | $2,757-88.8% |
| Participant deferral / active EE | $3,151 | $4,404-28.5% | $6,281-49.8% | $4,299-26.7% |
| Admin fee / account holder | $3,353 | $7,156-53.1% | $10,424-67.8% | $6,924-51.6% |