Filed May 4, 2022
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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 | $40,490 | $79,181-48.9% | $102,423-60.5% | $74,429-45.6% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 25.92% | 54.97%-29.0pp | 29.42%-3.5pp | 1368.38%-1342.5pp |
| Employer contribution / active EE | $2,034 | $2,362-13.9% | $3,023-32.7% | $2,625-22.5% |
| Participant deferral / active EE | $4,224 | $4,416-4.4% | $5,054-16.4% | $4,348-2.9% |
| Admin fee / account holder | $6,403 | $2,002+219.9% | $9,455-32.3% | $1,944+229.3% |