Filed January 31, 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 | $335,710 | $183,539+82.9% | $155,556+115.8% | $145,897+130.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.36% | 61.31%-49.9pp | 64.84%-53.5pp | 552.29%-540.9pp |
| Employer contribution / active EE | $10,452 | $5,315+96.6% | $4,675+123.6% | $4,663+124.2% |
| Participant deferral / active EE | $6,904 | $6,467+6.8% | $5,631+22.6% | $6,689+3.2% |
| Admin fee / account holder | $340 | $19,275-98.2% | $15,885-97.9% | $13,390-97.5% |