Filed November 28, 2016
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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 | $38,671 | $54,690-29.3% | $76,030-49.1% | $74,478-48.1% |
| Participation rate | 77.8% | 60.3%+17.4pp | 69.1%+8.7pp | 67.2%+10.6pp |
| Annual return | 17.56% | 31.92%-14.4pp | 361.54%-344.0pp | 1370.56%-1353.0pp |
| Employer contribution / active EE | $3,473 | $1,781+95.0% | $2,688+29.2% | $2,626+32.2% |
| Participant deferral / active EE | $6,584 | $3,070+114.4% | $4,257+54.7% | $4,350+51.3% |
| Admin fee / account holder | $1,314 | $2,240-41.3% | $6,421-79.5% | $1,946-32.5% |