Filed April 4, 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 | $277,697 | $155,555+78.5% | $146,866+89.1% | $155,188+78.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 12.91% | 115.41%-102.5pp | 102.85%-89.9pp | 148.84%-135.9pp |
| Employer contribution / active EE | $18,121 | $4,647+290.0% | $4,425+309.5% | $4,248+326.6% |
| Participant deferral / active EE | $10,947 | $8,044+36.1% | $7,759+41.1% | $6,531+67.6% |
| Admin fee / account holder | $1,113 | $14,755-92.5% | $13,620-91.8% | $14,480-92.3% |