Filed April 8, 2024
Total covered: 17 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participant 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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,874 | $60,349+7.5% | $74,184-12.5% | $62,881+3.2% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 219.78% | 21.38%+198.4pp | 17.74%+202.0pp | 20.14%+199.6pp |
| Employer contribution / active EE | $793 | $1,680-52.8% | $2,370-66.5% | $2,281-65.2% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $518 | $4,261-87.8% | $5,586-90.7% | $4,296-87.9% |