Filed June 10, 2022
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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 | $33,346 | $83,369-60.0% | $105,223-68.3% | $67,986-51.0% |
| Participation rate | 75.6% | 56.3%+19.3pp | 75.0%+0.6pp | 57.2%+18.4pp |
| Annual return | 14.64% | 24.64%-10.0pp | 180.65%-166.0pp | 31.67%-17.0pp |
| Employer contribution / active EE | $1,436 | $2,541-43.5% | $3,689-61.1% | $2,019-28.9% |
| Participant deferral / active EE | $2,793 | $3,295-15.2% | $5,072-44.9% | $3,358-16.8% |
| Admin fee / account holder | $1,683 | $4,073-58.7% | $8,859-81.0% | $3,203-47.4% |