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 | $111,190 | $202,342-45.0% | $172,752-35.6% | $152,897-27.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.44% | 1029.83%-1011.4pp | 802.97%-784.5pp | 345.43%-327.0pp |
| Employer contribution / active EE | $6,361 | $5,858+8.6% | $5,144+23.6% | $4,764+33.5% |
| Participant deferral / active EE | $9,052 | $5,948+52.2% | $5,198+74.2% | $5,851+54.7% |
| Admin fee / account holder | $847 | $17,111-95.0% | $13,955-93.9% | $11,599-92.7% |