Filed December 19, 2017
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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 | $43,661 | $85,766-49.1% | $136,298-68.0% | $70,126-37.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 14.83% | 31.46%-16.6pp | 5156.27%-5141.4pp | 73.15%-58.3pp |
| Employer contribution / active EE | $3,161 | $2,966+6.6% | $4,696-32.7% | $2,343+34.9% |
| Participant deferral / active EE | $6,739 | $5,051+33.4% | $6,247+7.9% | $3,332+102.3% |
| Admin fee / account holder | $1,519 | $5,421-72.0% | $9,244-83.6% | $4,645-67.3% |