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 | $54,674-29.3% | $76,089-49.2% | $74,429-48.0% |
| Participation rate | 77.8% | 60.3%+17.4pp | 69.1%+8.7pp | 67.2%+10.6pp |
| Annual return | 17.56% | 31.89%-14.3pp | 360.94%-343.4pp | 1368.38%-1350.8pp |
| Employer contribution / active EE | $3,473 | $1,781+95.0% | $2,690+29.1% | $2,625+32.3% |
| Participant deferral / active EE | $6,584 | $3,071+114.4% | $4,259+54.6% | $4,348+51.4% |
| Admin fee / account holder | $1,314 | $2,238-41.3% | $6,418-79.5% | $1,944-32.4% |