Filed August 29, 2017
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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 | $261,661 | $102,595+155.0% | $94,057+178.2% | $154,746+69.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 18.38% | 583.42%-565.0pp | 480.62%-462.2pp | 172.34%-154.0pp |
| Employer contribution / active EE | $6,123 | $3,147+94.5% | $2,933+108.7% | $4,379+39.8% |
| Participant deferral / active EE | $14,140 | $5,118+176.3% | $4,709+200.3% | $6,730+110.1% |
| Admin fee / account holder | $4,665 | $7,736-39.7% | $7,244-35.6% | $14,365-67.5% |