Filed January 24, 2018 (most recent of 2 filings on file)
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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 | $579,289 | $72,071+703.8% | $68,368+747.3% | $137,256+322.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 15.52% | 353.14%-337.6pp | 292.57%-277.1pp | 220.34%-204.8pp |
| Employer contribution / active EE | $37,398 | $2,788+1241.4% | $2,649+1311.8% | $4,156+799.8% |
| Participant deferral / active EE | $13,633 | $4,410+209.1% | $4,123+230.7% | $6,407+112.8% |
| Admin fee / account holder | $1,107 | $5,336-79.2% | $5,150-78.5% | $12,270-91.0% |