Filed May 25, 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 | $422,083 | $176,120+139.7% | $159,487+164.7% | $167,553+151.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 39.25% | 331.95%-292.7pp | 263.71%-224.5pp | 478.89%-439.6pp |
| Employer contribution / active EE | $30,725 | $5,299+479.8% | $4,831+536.0% | $4,840+534.9% |
| Participant deferral / active EE | $0 | $7,752-100.0% | $7,354-100.0% | $6,343-100.0% |
| Admin fee / account holder | $11,968 | $12,561-4.7% | $10,804+10.8% | $12,316-2.8% |