Filed December 27, 2019 (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 | $153,775 | $97,761+57.3% | $83,850+83.4% | $135,382+13.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.91% | 1287.44%-1293.4pp | 850.92%-856.8pp | 519.77%-525.7pp |
| Employer contribution / active EE | $4,376 | $4,222+3.6% | $3,631+20.5% | $4,779-8.4% |
| Participant deferral / active EE | $9,859 | $4,682+110.6% | $4,082+141.5% | $5,609+75.8% |
| Admin fee / account holder | $1,641 | $6,674-75.4% | $5,478-70.0% | $10,829-84.8% |