Filed January 3, 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 | $222,073 | $183,539+21.0% | $155,556+42.8% | $145,897+52.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.81% | 61.31%-48.5pp | 64.84%-52.0pp | 552.29%-539.5pp |
| Employer contribution / active EE | $6,000 | $5,315+12.9% | $4,675+28.3% | $4,663+28.7% |
| Participant deferral / active EE | $9,967 | $6,467+54.1% | $5,631+77.0% | $6,689+49.0% |
| Admin fee / account holder | $1,251 | $19,275-93.5% | $15,885-92.1% | $13,390-90.7% |