Filed June 7, 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.
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 | $25,128 | $138,075-81.8% | $123,552-79.7% | $135,379-81.4% |
| Participation rate | 71.4% | 84.7%-13.3pp | 82.3%-10.9pp | 82.6%-11.2pp |
| Annual return | -1.30% | 153.70%-155.0pp | 119.20%-120.5pp | 519.79%-521.1pp |
| Employer contribution / active EE | $1,710 | $5,152-66.8% | $4,628-63.1% | $4,779-64.2% |
| Participant deferral / active EE | $4,028 | $6,800-40.8% | $6,426-37.3% | $5,609-28.2% |
| Admin fee / account holder | $777 | $10,917-92.9% | $9,285-91.6% | $10,828-92.8% |