Filed November 26, 2024 (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 | $42,062 | $57,352-26.7% | $83,830-49.8% | $64,173-34.5% |
| Participation rate | 90.2% | 68.6%+21.6pp | 76.1%+14.1pp | 69.6%+20.7pp |
| Annual return | 10.99% | 11.38%-0.4pp | 850.97%-840.0pp | 7.63%+3.4pp |
| Employer contribution / active EE | $7,928 | $2,546+211.4% | $3,631+118.3% | $2,381+233.0% |
| Participant deferral / active EE | $3,655 | $2,993+22.1% | $4,082-10.5% | $3,470+5.3% |
| Admin fee / account holder | $4,458 | $4,046+10.2% | $5,479-18.6% | $4,887-8.8% |