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 | $688,135 | $202,440+239.9% | $169,390+306.2% | $139,466+393.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 17.14% | 532.36%-515.2pp | 406.07%-388.9pp | 373.66%-356.5pp |
| Employer contribution / active EE | $2,381 | $4,693-49.3% | $4,013-40.7% | $4,754-49.9% |
| Participant deferral / active EE | $21,025 | $6,940+203.0% | $6,222+237.9% | $6,712+213.3% |
| Admin fee / account holder | $36,070 | $10,722+236.4% | $9,015+300.1% | $11,409+216.2% |