Filed November 25, 2019
Total covered: 2 employees
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 | $95,305 | $58,258+63.6% | $81,820+16.5% | $80,925+17.8% |
| Participation rate | 97.2% | 63.5%+33.7pp | 72.4%+24.8pp | 67.7%+29.5pp |
| Annual return | 21.79% | 41.76%-20.0pp | 777.93%-756.1pp | 35.65%-13.9pp |
| Employer contribution / active EE | $4,995 | $2,345+113.0% | $2,915+71.4% | $2,756+81.2% |
| Participant deferral / active EE | $9,517 | $3,284+189.8% | $4,323+120.2% | $4,299+121.4% |
| Admin fee / account holder | $13,244 | $4,976+166.1% | $7,391+79.2% | $6,940+90.8% |