Filed May 10, 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 | $369,094 | $105,866+248.6% | $90,766+306.6% | $134,545+174.3% |
| Participation rate | 93.3% | 78.3%+15.1pp | 75.7%+17.6pp | 81.2%+12.1pp |
| Annual return | -16.00% | -10.99%-5.0pp | -12.16%-3.8pp | 418.37%-434.4pp |
| Employer contribution / active EE | $18,986 | $3,464+448.1% | $2,922+549.8% | $4,742+300.4% |
| Participant deferral / active EE | $13,013 | $5,217+149.4% | $4,565+185.1% | $6,401+103.3% |
| Admin fee / account holder | $2,345 | $13,938-83.2% | $8,446-72.2% | $11,431-79.5% |