Filed September 1, 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 | $47,449 | $79,867-40.6% | $120,344-60.6% | $64,340-26.3% |
| Participation rate | 75.0% | 63.0%+12.0pp | 76.7%-1.7pp | 55.2%+19.8pp |
| Annual return | 116.68% | 21.10%+95.6pp | 20.30%+96.4pp | 24.14%+92.5pp |
| Employer contribution / active EE | $3,143 | $1,925+63.3% | $3,020+4.1% | $1,862+68.8% |
| Participant deferral / active EE | $5,586 | $3,593+55.5% | $5,135+8.8% | $2,980+87.4% |
| Admin fee / account holder | $8,043 | $5,039+59.6% | $12,742-36.9% | $3,703+117.2% |