Filed January 7, 2021
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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 | $75,231 | $49,249+52.8% | $70,476+6.7% | $79,852-5.8% |
| Participation rate | 91.1% | 69.2%+21.9pp | 75.1%+16.0pp | 69.6%+21.4pp |
| Annual return | 14.65% | 30.09%-15.4pp | 109.12%-94.5pp | 31.72%-17.1pp |
| Employer contribution / active EE | $2,403 | $2,100+14.4% | $2,738-12.2% | $2,471-2.7% |
| Participant deferral / active EE | $6,652 | $2,769+140.2% | $3,710+79.3% | $3,740+77.8% |
| Admin fee / account holder | $3,600 | $2,878+25.1% | $3,847-6.4% | $5,306-32.1% |