Filed July 23, 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).
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 | $39,317 | $55,453-29.1% | $170,435-76.9% | $62,293-36.9% |
| Participation rate | 95.1% | 66.4%+28.8pp | 83.6%+11.5pp | 69.5%+25.6pp |
| Annual return | 23.39% | 21.38%+2.0pp | 205.94%-182.5pp | 28.90%-5.5pp |
| Employer contribution / active EE | $3,509 | $2,164+62.2% | $5,432-35.4% | $2,042+71.8% |
| Participant deferral / active EE | $7,269 | $2,303+215.7% | $4,939+47.2% | $3,169+129.4% |
| Admin fee / account holder | $1,312 | $455+188.4% | $13,881-90.5% | $479+173.8% |