Filed July 23, 2024
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 | $34,541 | $65,440-47.2% | $98,506-64.9% | $85,851-59.8% |
| Participation rate | 95.0% | 65.0%+30.0pp | 73.3%+21.7pp | 69.3%+25.7pp |
| Annual return | 12.74% | 21.75%-9.0pp | 1494.92%-1482.2pp | 318.63%-305.9pp |
| Employer contribution / active EE | $964 | $2,169-55.5% | $2,961-67.4% | $2,565-62.4% |
| Participant deferral / active EE | $3,542 | $3,168+11.8% | $4,277-17.2% | $3,952-10.4% |
| Admin fee / account holder | $2,793 | $4,596-39.2% | $5,955-53.1% | $6,261-55.4% |