Filed April 22, 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 | $46,530 | $76,112-38.9% | $96,544-51.8% | $71,529-34.9% |
| Participation rate | 92.0% | 74.4%+17.6pp | 76.0%+16.0pp | 67.9%+24.1pp |
| Annual return | 18.62% | 22.80%-4.2pp | 25.88%-7.3pp | 28.97%-10.4pp |
| Employer contribution / active EE | $2,183 | $2,248-2.9% | $2,966-26.4% | $2,590-15.7% |
| Participant deferral / active EE | $2,832 | $4,217-32.8% | $4,851-41.6% | $4,291-34.0% |
| Admin fee / account holder | $3,082 | $2,708+13.8% | $8,254-62.7% | $1,588+94.0% |