Filed September 29, 2016
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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 | $333,487 | $124,330+168.2% | $109,173+205.5% | $167,536+99.1% |
| Participation rate | 85.7% | 79.5%+6.3pp | 75.9%+9.8pp | 82.1%+3.6pp |
| Annual return | 15.89% | 26.04%-10.2pp | 25.75%-9.9pp | 478.82%-462.9pp |
| Employer contribution / active EE | $2,319 | $4,209-44.9% | $3,723-37.7% | $4,839-52.1% |
| Participant deferral / active EE | $15,756 | $5,256+199.7% | $4,654+238.6% | $6,342+148.4% |
| Admin fee / account holder | $20,877 | $7,974+161.8% | $6,755+209.1% | $12,315+69.5% |