Filed June 13, 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 | $36,931 | $99,957-63.1% | $149,745-75.3% | $73,497-49.8% |
| Participation rate | 79.1% | 75.7%+3.4pp | 82.5%-3.4pp | 70.7%+8.4pp |
| Annual return | 27.31% | 53.87%-26.6pp | 276.72%-249.4pp | 28.51%-1.2pp |
| Employer contribution / active EE | $1,307 | $3,191-59.0% | $4,646-71.9% | $2,270-42.4% |
| Participant deferral / active EE | $3,444 | $6,073-43.3% | $6,843-49.7% | $3,740-7.9% |
| Admin fee / account holder | $1,347 | $551+144.5% | $9,312-85.5% | $513+162.5% |