Filed November 7, 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 | $36,606 | $95,383-61.6% | $185,837-80.3% | $85,856-57.4% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 13.08% | 23.59%-10.5pp | 122.08%-109.0pp | 318.58%-305.5pp |
| Employer contribution / active EE | $4,799 | $3,313+44.9% | $5,168-7.1% | $2,565+87.1% |
| Participant deferral / active EE | $4,971 | $3,423+45.2% | $5,568-10.7% | $3,952+25.8% |
| Admin fee / account holder | $2,191 | $7,213-69.6% | $16,241-86.5% | $6,261-65.0% |