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 | $41,016-49.4% | $152,093-86.3% | $64,097-67.6% |
| Participation rate | 89.3% | 51.3%+38.0pp | 77.8%+11.6pp | 55.2%+34.1pp |
| Annual return | 18.50% | 39.60%-21.1pp | 66.36%-47.9pp | 34.64%-16.1pp |
| Employer contribution / active EE | $1,361 | $1,342+1.4% | $4,175-67.4% | $1,891-28.1% |
| Participant deferral / active EE | $3,574 | $1,927+85.4% | $5,451-34.4% | $3,080+16.0% |
| Admin fee / account holder | $1,229 | $2,305-46.7% | $14,497-91.5% | $3,454-64.4% |