Filed November 9, 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 | $34,144 | $76,407-55.3% | $150,298-77.3% | $82,448-58.6% |
| Participation rate | 77.4% | 66.4%+11.0pp | 77.8%-0.3pp | 68.1%+9.4pp |
| Annual return | 16.91% | 39.99%-23.1pp | 62.79%-45.9pp | 41.64%-24.7pp |
| Employer contribution / active EE | $2,383 | $2,614-8.8% | $4,154-42.6% | $2,551-6.6% |
| Participant deferral / active EE | $3,079 | $3,214-4.2% | $5,453-43.5% | $4,139-25.6% |
| Admin fee / account holder | $2,919 | $6,352-54.1% | $14,116-79.3% | $7,234-59.7% |