Filed December 29, 2016
Total covered: 2 employees
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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 | $472,004 | $99,079+376.4% | $78,002+505.1% | $273,972+72.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 11.80% | 217.93%-206.1pp | 425.99%-414.2pp | 41.46%-29.7pp |
| Employer contribution / active EE | $19,986 | $3,308+504.2% | $2,470+709.1% | $4,869+310.5% |
| Participant deferral / active EE | $8,869 | $4,306+106.0% | $3,497+153.6% | $5,287+67.7% |
| Admin fee / account holder | $9,035 | $8,954+0.9% | $5,481+64.9% | $10,133-10.8% |