Filed September 14, 2018 (most recent of 2 filings on file)
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.
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 | $183,771 | $88,710+107.2% | $81,783+124.7% | $145,959+25.9% |
| Participation rate | 90.9% | 75.0%+15.9pp | 72.4%+18.6pp | 80.3%+10.6pp |
| Annual return | 9.94% | 1027.26%-1017.3pp | 775.05%-765.1pp | 561.95%-552.0pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,913-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $11,616 | $4,645+150.1% | $4,320+168.9% | $6,689+73.7% |
| Admin fee / account holder | $7,253 | $8,407-13.7% | $7,380-1.7% | $13,398-45.9% |