Filed February 14, 2022
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $19,340 | $82,678-76.6% | $125,391-84.6% | $68,490-71.8% |
| Participation rate | 95.7% | 75.1%+20.6pp | 82.4%+13.3pp | 67.9%+27.8pp |
| Annual return | -20.02% | -5.97%-14.1pp | 572.41%-592.4pp | -7.85%-12.2pp |
| Employer contribution / active EE | $3,005 | $3,382-11.2% | $4,816-37.6% | $2,597+15.7% |
| Participant deferral / active EE | $6,698 | $6,111+9.6% | $7,448-10.1% | $4,028+66.3% |
| Admin fee / account holder | $2,418 | $6,277-61.5% | $10,009-75.8% | $5,403-55.2% |