Filed July 1, 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 | $257,139 | $88,778+189.6% | $81,844+214.2% | $145,884+76.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 16.51% | 1033.03%-1016.5pp | 778.87%-762.4pp | 551.85%-535.3pp |
| Employer contribution / active EE | $18,632 | $3,087+503.6% | $2,916+538.9% | $4,662+299.6% |
| Participant deferral / active EE | $13,269 | $4,648+185.5% | $4,323+206.9% | $6,690+98.3% |
| Admin fee / account holder | $700 | $8,430-91.7% | $7,355-90.5% | $13,392-94.8% |