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 | $109,620-14.2% | $148,496-36.7% | $94,0150% |
| Participation rate | 100.0% | 71.3%+28.7pp | 76.0%+24.0pp | 70.8%+29.2pp |
| Annual return | 14.51% | 17.54%-3.0pp | 12.33%+2.2pp | 17.84%-3.3pp |
| Employer contribution / active EE | $2,896 | $2,618+10.6% | $3,497-17.2% | $2,790+3.8% |
| Participant deferral / active EE | $5,789 | $3,831+51.1% | $4,808+20.4% | $4,249+36.2% |
| Admin fee / account holder | $1,281 | $10,050-87.3% | $19,547-93.4% | $8,951-85.7% |