Filed November 26, 2019
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $27,459 | $101,672-73.0% | $147,117-81.3% | $74,478-63.1% |
| Participation rate | 89.8% | 75.5%+14.3pp | 82.2%+7.6pp | 67.2%+22.6pp |
| Annual return | 23.23% | 8757.83%-8734.6pp | 420.54%-397.3pp | 1370.56%-1347.3pp |
| Employer contribution / active EE | $4,222 | $3,813+10.7% | $4,932-14.4% | $2,626+60.8% |
| Participant deferral / active EE | $4,753 | $7,305-34.9% | $8,065-41.1% | $4,350+9.2% |
| Admin fee / account holder | $4,009 | $1,753+128.7% | $12,993-69.1% | $1,946+106.0% |