Filed July 1, 2017
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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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $339,121 | $202,342+67.6% | $172,753+96.3% | $152,909+121.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 21.81% | 1029.88%-1008.1pp | 803.00%-781.2pp | 345.46%-323.7pp |
| Employer contribution / active EE | $12,668 | $5,857+116.3% | $5,144+146.3% | $4,764+165.9% |
| Participant deferral / active EE | $11,397 | $5,948+91.6% | $5,198+119.3% | $5,851+94.8% |
| Admin fee / account holder | $1,669 | $17,112-90.2% | $13,956-88.0% | $11,601-85.6% |