Filed September 22, 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 | $62,813 | $101,653-38.2% | $147,080-57.3% | $74,459-15.6% |
| Participation rate | 74.8% | 75.6%-0.7pp | 82.2%-7.4pp | 67.2%+7.6pp |
| Annual return | 19.38% | 8754.98%-8735.6pp | 420.17%-400.8pp | 1369.70%-1350.3pp |
| Employer contribution / active EE | $6,037 | $3,813+58.3% | $4,933+22.4% | $2,626+129.9% |
| Participant deferral / active EE | $9,042 | $7,304+23.8% | $8,066+12.1% | $4,350+107.9% |
| Admin fee / account holder | $2,508 | $1,752+43.2% | $12,989-80.7% | $1,945+28.9% |