Filed January 2, 2018
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 | $22,593 | $52,678-57.1% | $75,784-70.2% | $59,633-62.1% |
| Participation rate | 73.6% | 67.2%+6.3pp | 75.8%-2.3pp | 68.7%+4.9pp |
| Annual return | -1.22% | 2.95%-4.2pp | 9.68%-10.9pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $1,823 | $2,193-16.9% | $3,323-45.2% | $2,203-17.3% |
| Participant deferral / active EE | $1,971 | $2,591-23.9% | $3,652-46.0% | $3,192-38.2% |
| Admin fee / account holder | $740 | $3,610-79.5% | $5,300-86.0% | $4,297-82.8% |