Filed September 9, 2016
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 | $104,777 | $90,606+15.6% | $79,466+31.9% | $135,379-22.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -8.07% | 977.69%-985.8pp | 718.28%-726.3pp | 519.79%-527.9pp |
| Employer contribution / active EE | $9,267 | $3,068+202.1% | $2,800+230.9% | $4,779+93.9% |
| Participant deferral / active EE | $9,946 | $4,050+145.6% | $3,704+168.5% | $5,609+77.3% |
| Admin fee / account holder | $14,915 | $5,895+153.0% | $5,104+192.2% | $10,828+37.7% |