Filed October 17, 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 | $35,341 | $77,817-54.6% | $123,553-71.4% | $64,173-44.9% |
| Participation rate | 93.1% | 74.7%+18.3pp | 82.3%+10.8pp | 69.6%+23.5pp |
| Annual return | 15.20% | 12.49%+2.7pp | 119.21%-104.0pp | 7.63%+7.6pp |
| Employer contribution / active EE | $3,395 | $3,014+12.6% | $4,628-26.6% | $2,381+42.6% |
| Participant deferral / active EE | $8,712 | $5,240+66.3% | $6,426+35.6% | $3,470+151.1% |
| Admin fee / account holder | $3,422 | $5,519-38.0% | $9,284-63.1% | $4,887-30.0% |