Filed December 3, 2018
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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 | $255,613 | $109,905+132.6% | $98,506+159.5% | $167,553+52.6% |
| Participation rate | 90.0% | 75.8%+14.2pp | 73.3%+16.7pp | 82.1%+7.9pp |
| Annual return | 20.29% | 1960.20%-1939.9pp | 1494.92%-1474.6pp | 478.89%-458.6pp |
| Employer contribution / active EE | $9,255 | $3,226+186.9% | $2,961+212.5% | $4,840+91.2% |
| Participant deferral / active EE | $14,072 | $4,674+201.1% | $4,277+229.0% | $6,343+121.9% |
| Admin fee / account holder | $819 | $6,760-87.9% | $5,955-86.3% | $12,316-93.4% |