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 | $70,563 | $45,152+56.3% | $73,836-4.4% | $59,633+18.3% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 0.03% | 27.40%-27.4pp | 2268.06%-2268.0pp | 2041.45%-2041.4pp |
| Employer contribution / active EE | $2,055 | $1,901+8.1% | $2,787-26.3% | $2,203-6.7% |
| Participant deferral / active EE | $5,184 | $2,573+101.5% | $3,583+44.7% | $3,192+62.4% |
| Admin fee / account holder | $2,900 | $3,515-17.5% | $4,882-40.6% | $4,297-32.5% |