Filed April 23, 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 | $263,260 | $150,446+75.0% | $136,297+93.2% | $147,585+78.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.88% | 1049.14%-1030.3pp | 5156.19%-5137.3pp | 578.58%-559.7pp |
| Employer contribution / active EE | $14,823 | $5,256+182.0% | $4,696+215.7% | $4,876+204.0% |
| Participant deferral / active EE | $13,838 | $6,631+108.7% | $6,247+121.5% | $5,439+154.4% |
| Admin fee / account holder | $9,034 | $10,906-17.2% | $9,244-2.3% | $10,886-17.0% |