Filed September 10, 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 | $73,712 | $90,691-18.7% | $76,119-3.2% | $145,884-49.5% |
| Participation rate | 85.0% | 74.5%+10.5pp | 69.1%+15.9pp | 80.3%+4.7pp |
| Annual return | 11.00% | 624.52%-613.5pp | 361.25%-350.2pp | 551.85%-540.8pp |
| Employer contribution / active EE | $750 | $3,329-77.5% | $2,693-72.1% | $4,662-83.9% |
| Participant deferral / active EE | $3,344 | $5,167-35.3% | $4,259-21.5% | $6,690-50.0% |
| Admin fee / account holder | $1,089 | $8,383-87.0% | $6,421-83.0% | $13,392-91.9% |