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 | $304,592 | $133,981+127.3% | $112,249+171.4% | $134,532+126.4% |
| Participation rate | 87.5% | 78.6%+8.9pp | 75.1%+12.4pp | 81.2%+6.3pp |
| Annual return | -17.56% | 47.16%-64.7pp | 27.48%-45.0pp | 418.27%-435.8pp |
| Employer contribution / active EE | $3,429 | $4,040-15.1% | $3,636-5.7% | $4,741-27.7% |
| Participant deferral / active EE | $10,560 | $5,292+99.5% | $4,729+123.3% | $6,401+65.0% |
| Admin fee / account holder | $5,516 | $7,492-26.4% | $6,412-14.0% | $11,429-51.7% |