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 | $70,366+295.2% | $66,674+317.1% | $138,895+100.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 36.97% | 386.41%-349.4pp | 321.24%-284.3pp | 145.39%-108.4pp |
| Employer contribution / active EE | $15,125 | $2,765+447.0% | $2,620+477.3% | $4,194+260.6% |
| Participant deferral / active EE | $8,147 | $4,374+86.3% | $4,084+99.5% | $6,396+27.4% |
| Admin fee / account holder | $5,166 | $5,262-1.8% | $5,098+1.3% | $12,562-58.9% |