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 | $385,501 | $167,353+130.4% | $143,797+168.1% | $134,545+186.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.45% | 0.48%-16.9pp | -0.04%-16.4pp | 418.37%-434.8pp |
| Employer contribution / active EE | $12,155 | $5,620+116.3% | $4,952+145.4% | $4,742+156.3% |
| Participant deferral / active EE | $8,164 | $6,447+26.6% | $5,638+44.8% | $6,401+27.5% |
| Admin fee / account holder | $2,409 | $18,096-86.7% | $14,679-83.6% | $11,431-78.9% |