Filed April 7, 2017
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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 | $299,834 | $156,398+91.7% | $147,318+103.5% | $138,895+115.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 16.00% | 78.75%-62.7pp | 70.43%-54.4pp | 145.39%-129.4pp |
| Employer contribution / active EE | $2,012 | $4,853-58.6% | $4,593-56.2% | $4,194-52.0% |
| Participant deferral / active EE | $9,441 | $8,237+14.6% | $7,906+19.4% | $6,396+47.6% |
| Admin fee / account holder | $3,014 | $14,976-79.9% | $13,708-78.0% | $12,562-76.0% |