Filed May 10, 2018
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $39,451 | $59,186-33.3% | $76,766-48.6% | $56,287-29.9% |
| Participation rate | 86.4% | 75.2%+11.2pp | 77.0%+9.5pp | 69.9%+16.6pp |
| Annual return | 10.72% | 6.62%+4.1pp | 2.43%+8.3pp | -9.96%+20.7pp |
| Employer contribution / active EE | $424 | $1,759-75.9% | $2,485-82.9% | $2,111-79.9% |
| Participant deferral / active EE | $2,932 | $3,255-9.9% | $3,851-23.9% | $3,350-12.5% |
| Admin fee / account holder | $2,559 | $489+423.1% | $6,675-61.7% | $521+391.1% |