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 | $81,655 | $65,423+24.8% | $98,477-17.1% | $85,856-4.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 13.18% | 21.76%-8.6pp | 1493.59%-1480.4pp | 318.58%-305.4pp |
| Employer contribution / active EE | $5,241 | $2,168+141.7% | $2,961+77.0% | $2,565+104.3% |
| Participant deferral / active EE | $9,043 | $3,167+185.5% | $4,276+111.5% | $3,952+128.8% |
| Admin fee / account holder | $1,556 | $4,594-66.1% | $5,951-73.9% | $6,261-75.1% |