Filed January 2, 2019 (most recent of 3 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 | $321,194 | $209,874+53.0% | $189,537+69.5% | $167,536+91.7% |
| Participation rate | 89.5% | 88.7%+0.8pp | 87.8%+1.7pp | 82.1%+7.4pp |
| Annual return | 16.29% | 748.61%-732.3pp | 555.34%-539.1pp | 478.82%-462.5pp |
| Employer contribution / active EE | $21,843 | $6,913+216.0% | $6,161+254.5% | $4,839+351.4% |
| Participant deferral / active EE | $15,013 | $8,934+68.1% | $8,220+82.6% | $6,342+136.7% |
| Admin fee / account holder | $10,758 | $14,299-24.8% | $12,048-10.7% | $12,315-12.6% |