Filed March 21, 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 | $318,987 | $150,346+112.2% | $120,524+164.7% | $145,877+118.7% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 11.24% | 154.40%-143.2pp | 107.36%-96.1pp | 551.28%-540.0pp |
| Employer contribution / active EE | $10,698 | $4,353+145.8% | $3,469+208.4% | $4,663+129.4% |
| Participant deferral / active EE | $10,938 | $6,172+77.2% | $4,994+119.0% | $6,691+63.5% |
| Admin fee / account holder | $5,377 | $12,215-56.0% | $9,440-43.0% | $13,402-59.9% |