Filed February 16, 2024
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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 | $23,198 | $42,383-45.3% | $76,518-69.7% | $64,173-63.9% |
| Participation rate | 97.4% | 58.1%+39.2pp | 68.0%+29.4pp | 69.6%+27.8pp |
| Annual return | -0.19% | -16.54%+16.3pp | -0.27%+0.1pp | 7.63%-7.8pp |
| Employer contribution / active EE | $1,972 | $1,563+26.1% | $2,647-25.5% | $2,381-17.2% |
| Participant deferral / active EE | $2,640 | $2,566+2.9% | $3,836-31.2% | $3,470-23.9% |
| Admin fee / account holder | $630 | $3,198-80.3% | $4,849-87.0% | $4,887-87.1% |