Filed February 5, 2018
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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 | $25,556 | $80,753-68.4% | $136,298-81.3% | $62,293-59.0% |
| Participation rate | 83.1% | 73.5%+9.5pp | 81.9%+1.1pp | 69.5%+13.5pp |
| Annual return | 37.79% | 35.83%+2.0pp | 5156.27%-5118.5pp | 28.90%+8.9pp |
| Employer contribution / active EE | $1,865 | $2,884-35.3% | $4,696-60.3% | $2,042-8.7% |
| Participant deferral / active EE | $4,516 | $5,164-12.6% | $6,247-27.7% | $3,169+42.5% |
| Admin fee / account holder | $1,418 | $525+169.8% | $9,244-84.7% | $479+195.8% |