Filed February 25, 2019
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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 | $15,470 | $77,638-80.1% | $156,551-90.1% | $62,881-75.4% |
| Participation rate | 98.0% | 71.2%+26.8pp | 84.0%+13.9pp | 69.3%+28.7pp |
| Annual return | 6.90% | 50.33%-43.4pp | 32.23%-25.3pp | 20.14%-13.2pp |
| Employer contribution / active EE | $1,789 | $3,444-48.1% | $5,501-67.5% | $2,281-21.6% |
| Participant deferral / active EE | $3,391 | $3,046+11.3% | $4,871-30.4% | $3,203+5.9% |
| Admin fee / account holder | $1,332 | $5,561-76.0% | $13,028-89.8% | $4,296-69.0% |