Filed March 20, 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 | $32,985 | $89,370-63.1% | $141,197-76.6% | $72,976-54.8% |
| Participation rate | 97.9% | 75.1%+22.8pp | 82.5%+15.5pp | 69.5%+28.4pp |
| Annual return | 52.13% | 111.88%-59.7pp | 71.41%-19.3pp | 81.02%-28.9pp |
| Employer contribution / active EE | $3,250 | $3,115+4.3% | $4,736-31.4% | $2,440+33.2% |
| Participant deferral / active EE | $5,787 | $5,419+6.8% | $6,710-13.8% | $3,608+60.4% |
| Admin fee / account holder | $424 | $5,957-92.9% | $10,265-95.9% | $5,124-91.7% |