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 | $290,910 | $198,457+46.6% | $170,435+70.7% | $147,586+97.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.77% | 257.30%-239.5pp | 205.94%-188.2pp | 578.59%-560.8pp |
| Employer contribution / active EE | $14,230 | $6,183+130.1% | $5,432+162.0% | $4,876+191.8% |
| Participant deferral / active EE | $6,396 | $5,629+13.6% | $4,939+29.5% | $5,439+17.6% |
| Admin fee / account holder | $1,683 | $16,852-90.0% | $13,881-87.9% | $10,886-84.5% |