Filed February 16, 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 | $44,504 | $60,396-26.3% | $111,392-60.0% | $56,287-20.9% |
| Participation rate | 98.6% | 72.4%+26.1pp | 78.9%+19.7pp | 69.9%+28.7pp |
| Annual return | -5.78% | 20.26%-26.0pp | -2.06%-3.7pp | -9.96%+4.2pp |
| Employer contribution / active EE | $9,513 | $3,459+175.0% | $4,328+119.8% | $2,111+350.6% |
| Participant deferral / active EE | $11,304 | $4,421+155.7% | $5,567+103.1% | $3,350+237.5% |
| Admin fee / account holder | $3,708 | $610+507.9% | $12,266-69.8% | $521+611.9% |