Filed December 27, 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 | $31,439 | $65,440-52.0% | $98,506-68.1% | $85,851-63.4% |
| Participation rate | 83.8% | 65.0%+18.8pp | 73.3%+10.4pp | 69.3%+14.5pp |
| Annual return | 13.59% | 21.75%-8.2pp | 1494.92%-1481.3pp | 318.63%-305.0pp |
| Employer contribution / active EE | $1,826 | $2,169-15.8% | $2,961-38.3% | $2,565-28.8% |
| Participant deferral / active EE | $3,253 | $3,168+2.7% | $4,277-23.9% | $3,952-17.7% |
| Admin fee / account holder | $1,274 | $4,596-72.3% | $5,955-78.6% | $6,261-79.6% |