Filed August 14, 2023 (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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,619 | $72,272-49.3% | $101,264-63.8% | $79,858-54.1% |
| Participation rate | 93.5% | 68.5%+25.0pp | 75.8%+17.7pp | 69.6%+23.8pp |
| Annual return | 12.24% | 22.30%-10.1pp | 46.48%-34.2pp | 31.72%-19.5pp |
| Employer contribution / active EE | $2,023 | $2,692-24.8% | $3,660-44.7% | $2,471-18.1% |
| Participant deferral / active EE | $2,927 | $3,282-10.8% | $4,370-33.0% | $3,740-21.7% |
| Admin fee / account holder | $1,172 | $4,401-73.4% | $5,947-80.3% | $5,306-77.9% |