Filed December 15, 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 | $67,012 | $63,114+6.2% | $92,903-27.9% | $65,185+2.8% |
| Participation rate | 97.1% | 68.8%+28.4pp | 76.0%+21.1pp | 70.2%+26.9pp |
| Annual return | 25.74% | 28.75%-3.0pp | 109.43%-83.7pp | 29.38%-3.6pp |
| Employer contribution / active EE | $2,994 | $2,571+16.5% | $3,653-18.0% | $2,177+37.6% |
| Participant deferral / active EE | $6,872 | $3,108+121.1% | $4,238+62.2% | $3,514+95.6% |
| Admin fee / account holder | $1,485 | $624+138.2% | $5,795-74.4% | $847+75.3% |