Filed June 30, 2021
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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 | $20,772 | $45,343-54.2% | $150,298-86.2% | $67,986-69.4% |
| Participation rate | 89.3% | 51.9%+37.5pp | 77.8%+11.6pp | 57.2%+32.1pp |
| Annual return | 18.50% | 33.28%-14.8pp | 62.79%-44.3pp | 31.67%-13.2pp |
| Employer contribution / active EE | $1,361 | $1,462-6.9% | $4,154-67.2% | $2,019-32.6% |
| Participant deferral / active EE | $3,574 | $2,055+74.0% | $5,453-34.4% | $3,358+6.4% |
| Admin fee / account holder | $1,229 | $2,250-45.4% | $14,116-91.3% | $3,203-61.6% |