Filed August 22, 2018
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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 | $270,765 | $226,105+19.8% | $182,540+48.3% | $152,897+77.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 22.74% | 192.58%-169.8pp | 148.58%-125.8pp | 345.43%-322.7pp |
| Employer contribution / active EE | $3,371 | $4,978-32.3% | $4,076-17.3% | $4,764-29.2% |
| Participant deferral / active EE | $12,820 | $6,370+101.3% | $5,525+132.0% | $5,851+119.1% |
| Admin fee / account holder | $2,582 | $10,706-75.9% | $8,593-69.9% | $11,599-77.7% |