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 | $454,663 | $138,102+229.2% | $125,381+262.6% | $134,532+238.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -9.55% | 750.73%-760.3pp | 572.31%-581.9pp | 418.27%-427.8pp |
| Employer contribution / active EE | $13,607 | $5,245+159.4% | $4,815+182.6% | $4,741+187.0% |
| Participant deferral / active EE | $11,061 | $7,801+41.8% | $7,448+48.5% | $6,401+72.8% |
| Admin fee / account holder | $18,753 | $11,568+62.1% | $10,007+87.4% | $11,429+64.1% |