Filed May 28, 2019
Total covered: 35 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 | $62,421 | $60,139+3.8% | $90,461-31.0% | $79,856-21.8% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 12.78% | 71.96%-59.2pp | 1294.76%-1282.0pp | 31.71%-18.9pp |
| Employer contribution / active EE | $4,252 | $2,069+105.5% | $3,264+30.3% | $2,471+72.1% |
| Participant deferral / active EE | $7,242 | $2,939+146.4% | $3,964+82.7% | $3,741+93.6% |
| Admin fee / account holder | $499 | $3,978-87.5% | $5,617-91.1% | $5,306-90.6% |