Filed April 14, 2020
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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 | $82,027 | $82,674-0.8% | $125,381-34.6% | $68,486+19.8% |
| Participation rate | 85.9% | 75.1%+10.8pp | 82.4%+3.5pp | 67.9%+18.0pp |
| Annual return | -18.84% | -5.97%-12.9pp | 572.31%-591.1pp | -7.85%-11.0pp |
| Employer contribution / active EE | $3,096 | $3,382-8.4% | $4,815-35.7% | $2,597+19.2% |
| Participant deferral / active EE | $7,888 | $6,111+29.1% | $7,448+5.9% | $4,028+95.9% |
| Admin fee / account holder | $3,893 | $6,277-38.0% | $10,007-61.1% | $5,404-28.0% |