Filed April 29, 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 | $261,989 | $209,425+25.1% | $178,499+46.8% | $158,966+64.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.15% | 188.80%-172.6pp | 151.10%-135.0pp | 302.95%-286.8pp |
| Employer contribution / active EE | $10,634 | $5,707+86.3% | $5,011+112.2% | $4,762+123.3% |
| Participant deferral / active EE | $6,185 | $5,955+3.9% | $5,202+18.9% | $5,983+3.4% |
| Admin fee / account holder | $1,291 | $17,078-92.4% | $13,986-90.8% | $11,250-88.5% |