Filed June 17, 2019
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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 | $438,437 | $138,076+217.5% | $123,553+254.9% | $135,380+223.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.85% | 153.70%-157.5pp | 119.21%-123.1pp | 519.81%-523.7pp |
| Employer contribution / active EE | $11,701 | $5,152+127.1% | $4,628+152.8% | $4,779+144.9% |
| Participant deferral / active EE | $13,676 | $6,800+101.1% | $6,426+112.8% | $5,609+143.8% |
| Admin fee / account holder | $65,767 | $10,917+502.4% | $9,284+608.4% | $10,828+507.4% |