Filed May 11, 2018
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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 | $94,044 | $97,648-3.7% | $121,663-22.7% | $87,485+7.5% |
| Participation rate | 100.0% | 70.5%+29.5pp | 74.5%+25.5pp | 68.9%+31.1pp |
| Annual return | 14.51% | 18.03%-3.5pp | 147.54%-133.0pp | 26.06%-11.5pp |
| Employer contribution / active EE | $2,896 | $2,300+25.9% | $3,020-4.1% | $2,596+11.5% |
| Participant deferral / active EE | $5,789 | $3,923+47.6% | $4,887+18.5% | $4,274+35.5% |
| Admin fee / account holder | $1,281 | $11,100-88.5% | $14,289-91.0% | $7,775-83.5% |