Filed July 26, 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 | $278,112 | $102,595+171.1% | $94,057+195.7% | $154,746+79.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 36.97% | 583.42%-546.4pp | 480.62%-443.7pp | 172.34%-135.4pp |
| Employer contribution / active EE | $15,125 | $3,147+380.6% | $2,933+415.7% | $4,379+245.4% |
| Participant deferral / active EE | $8,147 | $5,118+59.2% | $4,709+73.0% | $6,730+21.1% |
| Admin fee / account holder | $5,166 | $7,736-33.2% | $7,244-28.7% | $14,365-64.0% |