Filed December 22, 2020
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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 | $35,747 | $99,957-64.2% | $149,730-76.1% | $73,493-51.4% |
| Participation rate | 93.6% | 75.7%+17.9pp | 82.5%+11.1pp | 70.7%+22.9pp |
| Annual return | 15.33% | 53.87%-38.5pp | 276.70%-261.4pp | 28.51%-13.2pp |
| Employer contribution / active EE | $3,153 | $3,191-1.2% | $4,645-32.1% | $2,270+38.9% |
| Participant deferral / active EE | $4,767 | $6,073-21.5% | $6,843-30.3% | $3,740+27.5% |
| Admin fee / account holder | $3,726 | $551+576.6% | $9,310-60.0% | $513+626.2% |