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 | $415,439 | $217,432+91.1% | $185,849+123.5% | $167,536+148.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.39% | 148.42%-134.0pp | 122.10%-107.7pp | 478.82%-464.4pp |
| Employer contribution / active EE | $11,637 | $5,875+98.1% | $5,169+125.1% | $4,839+140.5% |
| Participant deferral / active EE | $8,629 | $6,357+35.7% | $5,569+55.0% | $6,342+36.1% |
| Admin fee / account holder | $2,735 | $19,818-86.2% | $16,244-83.2% | $12,315-77.8% |