Filed December 6, 2023
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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 | $32,863 | $104,479-68.5% | $159,474-79.4% | $79,391-58.6% |
| Participation rate | 75.9% | 76.6%-0.8pp | 82.8%-7.0pp | 70.7%+5.2pp |
| Annual return | 19.43% | 67.98%-48.5pp | 263.68%-244.2pp | 116.88%-97.5pp |
| Employer contribution / active EE | $2,147 | $3,417-37.2% | $4,831-55.6% | $2,428-11.6% |
| Participant deferral / active EE | $5,722 | $6,468-11.5% | $7,353-22.2% | $4,046+41.4% |
| Admin fee / account holder | $3,020 | $711+324.5% | $10,802-72.0% | $627+382.0% |