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 | $157,829+76.2% | $136,867+103.2% | $198,609+40.0% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 36.97% | 51.25%-14.3pp | 42.97%-6.0pp | 202.70%-165.7pp |
| Employer contribution / active EE | $15,125 | $3,923+285.6% | $3,547+326.4% | $5,055+199.2% |
| Participant deferral / active EE | $8,147 | $5,463+49.1% | $4,924+65.5% | $6,977+16.8% |
| Admin fee / account holder | $5,166 | $11,107-53.5% | $10,340-50.0% | $19,030-72.9% |