Filed May 30, 2021 (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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $37,408 | $60,349-38.0% | $74,183-49.6% | $62,891-40.5% |
| Participation rate | 55.6% | 72.7%-17.2pp | 76.6%-21.1pp | 69.3%-13.7pp |
| Annual return | 10.99% | 21.37%-10.4pp | 17.74%-6.7pp | 20.14%-9.2pp |
| Employer contribution / active EE | $299 | $1,680-82.2% | $2,370-87.4% | $2,281-86.9% |
| Participant deferral / active EE | $1,893 | $2,856-33.7% | $3,550-46.7% | $3,203-40.9% |
| Admin fee / account holder | $1,520 | $4,261-64.3% | $5,586-72.8% | $4,296-64.6% |