Filed December 16, 2015 (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.
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 | $80,003 | $197,603-59.5% | $177,827-55.0% | $158,950-49.7% |
| Participation rate | 69.2% | 88.5%-19.3pp | 87.7%-18.5pp | 82.0%-12.7pp |
| Annual return | 28.76% | 58.76%-30.0pp | 48.32%-19.6pp | 302.91%-274.1pp |
| Employer contribution / active EE | $4,807 | $6,698-28.2% | $5,918-18.8% | $4,762+0.9% |
| Participant deferral / active EE | $6,096 | $8,404-27.5% | $7,713-21.0% | $5,983+1.9% |
| Admin fee / account holder | $3,190 | $15,402-79.3% | $12,429-74.3% | $11,248-71.6% |