Filed May 5, 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 | $27,362 | $60,349-54.7% | $74,184-63.1% | $62,881-56.5% |
| Participation rate | 83.3% | 72.7%+10.6pp | 76.6%+6.7pp | 69.3%+14.0pp |
| Annual return | 25.35% | 21.38%+4.0pp | 17.74%+7.6pp | 20.14%+5.2pp |
| Employer contribution / active EE | $3,664 | $1,680+118.1% | $2,370+54.6% | $2,281+60.6% |
| Participant deferral / active EE | $8,060 | $2,856+182.2% | $3,550+127.1% | $3,203+151.7% |
| Admin fee / account holder | $4,941 | $4,261+16.0% | $5,586-11.5% | $4,296+15.0% |