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 | $290,432 | $180,459+60.9% | $154,108+88.5% | $135,380+114.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.41% | 888.21%-894.6pp | 735.21%-741.6pp | 519.81%-526.2pp |
| Employer contribution / active EE | $16,043 | $6,035+165.8% | $5,298+202.8% | $4,779+235.7% |
| Participant deferral / active EE | $8,200 | $5,806+41.2% | $5,081+61.4% | $5,609+46.2% |
| Admin fee / account holder | $2,069 | $16,145-87.2% | $13,411-84.6% | $10,828-80.9% |