Filed July 12, 2022
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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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,664 | $65,395-54.6% | $182,531-83.7% | $72,983-59.4% |
| Participation rate | 96.9% | 65.4%+31.5pp | 78.0%+18.9pp | 69.5%+27.4pp |
| Annual return | 30.18% | 27.68%+2.5pp | 148.57%-118.4pp | 81.01%-50.8pp |
| Employer contribution / active EE | $3,071 | $1,911+60.7% | $4,075-24.6% | $2,440+25.9% |
| Participant deferral / active EE | $4,086 | $3,563+14.7% | $5,525-26.0% | $3,608+13.3% |
| Admin fee / account holder | $4,035 | $4,245-4.9% | $8,593-53.0% | $5,124-21.3% |