Filed April 30, 2019 (most recent of 4 filings on file)
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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 | $48,345 | $100,033-51.7% | $149,716-67.7% | $70,124-31.1% |
| Participation rate | 78.4% | 83.6%-5.2pp | 87.1%-8.7pp | 69.5%+8.9pp |
| Annual return | 18.38% | 27.43%-9.0pp | 1501.67%-1483.3pp | 73.14%-54.8pp |
| Employer contribution / active EE | $1,978 | $3,661-46.0% | $5,444-63.7% | $2,342-15.6% |
| Participant deferral / active EE | $3,003 | $4,982-39.7% | $6,568-54.3% | $3,332-9.9% |
| Admin fee / account holder | $1,594 | $8,285-80.8% | $11,282-85.9% | $4,645-65.7% |