Filed October 26, 2016
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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 | $67,218 | $51,244+31.2% | $80,977-17.0% | $55,167+21.8% |
| Participation rate | 86.5% | 71.7%+14.8pp | 75.8%+10.7pp | 69.0%+17.5pp |
| Annual return | 31.29% | 17.39%+13.9pp | 17.11%+14.2pp | 169.23%-137.9pp |
| Employer contribution / active EE | $3,575 | $1,770+101.9% | $3,715-3.8% | $1,963+82.2% |
| Participant deferral / active EE | $9,756 | $4,418+120.8% | $5,696+71.3% | $3,054+219.4% |
| Admin fee / account holder | $3,831 | $398+862.3% | $5,517-30.6% | $504+660.2% |