Filed March 26, 2015
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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 | $283,104 | $168,635+67.9% | $147,617+91.8% | $125,389+125.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -3.47% | 77.65%-81.1pp | 61.98%-65.5pp | 282.24%-285.7pp |
| Employer contribution / active EE | $20,861 | $6,252+233.7% | $5,564+274.9% | $4,866+328.7% |
| Participant deferral / active EE | $18,309 | $5,507+232.5% | $4,895+274.0% | $5,352+242.1% |
| Admin fee / account holder | $1,694 | $13,580-87.5% | $11,612-85.4% | $9,541-82.2% |