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 | $162,136+71.3% | $152,301+82.3% | $154,746+79.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 12.91% | 91.02%-78.1pp | 80.50%-67.6pp | 172.34%-159.4pp |
| Employer contribution / active EE | $18,121 | $4,890+270.6% | $4,624+291.9% | $4,379+313.8% |
| Participant deferral / active EE | $10,947 | $8,341+31.2% | $8,004+36.8% | $6,730+62.7% |
| Admin fee / account holder | $1,113 | $15,759-92.9% | $14,398-92.3% | $14,365-92.3% |