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 | $77,730 | $60,139+29.3% | $90,461-14.1% | $79,856-2.7% |
| Participation rate | 94.3% | 65.0%+29.3pp | 72.7%+21.6pp | 69.6%+24.7pp |
| Annual return | 16.64% | 71.96%-55.3pp | 1294.76%-1278.1pp | 31.71%-15.1pp |
| Employer contribution / active EE | $2,636 | $2,069+27.4% | $3,264-19.2% | $2,471+6.7% |
| Participant deferral / active EE | $6,262 | $2,939+113.1% | $3,964+58.0% | $3,741+67.4% |
| Admin fee / account holder | $17,899 | $3,978+349.9% | $5,617+218.7% | $5,306+237.3% |