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 | $157,829+65.8% | $136,867+91.2% | $198,609+31.7% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 18.38% | 51.25%-32.9pp | 42.97%-24.6pp | 202.70%-184.3pp |
| Employer contribution / active EE | $6,123 | $3,923+56.1% | $3,547+72.6% | $5,055+21.1% |
| Participant deferral / active EE | $14,140 | $5,463+158.8% | $4,924+187.2% | $6,977+102.7% |
| Admin fee / account holder | $4,665 | $11,107-58.0% | $10,340-54.9% | $19,030-75.5% |