Filed March 21, 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 | $38,413 | $54,045-28.9% | $115,170-66.6% | $65,185-41.1% |
| Participation rate | 77.2% | 63.5%+13.7pp | 75.9%+1.3pp | 70.2%+7.0pp |
| Annual return | 23.72% | 26.55%-2.8pp | 35.60%-11.9pp | 29.38%-5.7pp |
| Employer contribution / active EE | $4,307 | $1,653+160.6% | $3,179+35.5% | $2,177+97.9% |
| Participant deferral / active EE | $2,912 | $2,504+16.3% | $4,169-30.2% | $3,514-17.1% |
| Admin fee / account holder | $1,782 | $626+184.8% | $7,089-74.9% | $847+110.3% |