Filed October 2, 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 | $30,395 | $75,183-59.6% | $123,894-75.5% | $55,167-44.9% |
| Participation rate | 81.7% | 72.8%+8.8pp | 81.4%+0.2pp | 69.0%+12.7pp |
| Annual return | 12.62% | 19.01%-6.4pp | 47.52%-34.9pp | 169.23%-156.6pp |
| Employer contribution / active EE | $1,347 | $2,823-52.3% | $4,617-70.8% | $1,963-31.3% |
| Participant deferral / active EE | $3,852 | $5,084-24.2% | $5,984-35.6% | $3,054+26.1% |
| Admin fee / account holder | $762 | $663+15.1% | $8,357-90.9% | $504+51.3% |