Filed March 20, 2018
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $284,578 | $84,685+236.0% | $73,836+285.4% | $125,389+127.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -1.73% | 3123.80%-3125.5pp | 2268.06%-2269.8pp | 282.24%-284.0pp |
| Employer contribution / active EE | $18,764 | $3,123+500.8% | $2,787+573.1% | $4,866+285.6% |
| Participant deferral / active EE | $8,000 | $3,993+100.4% | $3,583+123.3% | $5,352+49.5% |
| Admin fee / account holder | $833 | $5,694-85.4% | $4,882-82.9% | $9,541-91.3% |