Filed October 14, 2019
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 | $49,782 | $82,630-39.8% | $64,105-22.3% | $125,389-60.3% |
| Participation rate | 72.7% | 75.9%-3.1pp | 68.2%+4.6pp | 83.2%-10.5pp |
| Annual return | 5.49% | 1489.72%-1484.2pp | 791.24%-785.7pp | 282.24%-276.7pp |
| Employer contribution / active EE | $3,252 | $2,671+21.7% | $1,820+78.7% | $4,866-33.2% |
| Participant deferral / active EE | $6,076 | $3,608+68.4% | $2,822+115.3% | $5,352+13.5% |
| Admin fee / account holder | $3,496 | $6,382-45.2% | $4,499-22.3% | $9,541-63.4% |