Filed April 8, 2016
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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 | $547,175 | $70,121+680.3% | $63,803+757.6% | $138,895+293.9% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 18.62% | 946.48%-927.9pp | 543.72%-525.1pp | 145.39%-126.8pp |
| Employer contribution / active EE | $9,769 | $2,882+239.0% | $2,532+285.8% | $4,194+132.9% |
| Participant deferral / active EE | $11,747 | $4,535+159.0% | $3,843+205.7% | $6,396+83.7% |
| Admin fee / account holder | $4,792 | $6,738-28.9% | $5,196-7.8% | $12,562-61.9% |