Filed January 17, 2023
Total covered: 2 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $75,561 | $49,199+53.6% | $121,210-37.7% | $75,177+0.5% |
| Participation rate | 45.7% | 55.4%-9.7pp | 69.5%-23.8pp | 67.2%-21.5pp |
| Annual return | 18.25% | 56.04%-37.8pp | 987.41%-969.2pp | 160.75%-142.5pp |
| Employer contribution / active EE | $1,538 | $1,547-0.6% | $4,171-63.1% | $2,671-42.4% |
| Participant deferral / active EE | $2,966 | $2,630+12.8% | $4,084-27.4% | $4,126-28.1% |
| Admin fee / account holder | $889 | $3,946-77.5% | $5,647-84.3% | $5,651-84.3% |