Filed December 21, 2018
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 | $75,753 | $54,380+39.3% | $68,509+10.6% | $59,633+27.0% |
| Participation rate | 88.9% | 70.2%+18.7pp | 74.7%+14.2pp | 68.7%+20.2pp |
| Annual return | 1.52% | 2.83%-1.3pp | 8.27%-6.8pp | 2041.45%-2039.9pp |
| Employer contribution / active EE | $845 | $1,539-45.1% | $2,278-62.9% | $2,203-61.6% |
| Participant deferral / active EE | $3,108 | $2,643+17.6% | $3,382-8.1% | $3,192-2.6% |
| Admin fee / account holder | $1,999 | $3,885-48.5% | $5,275-62.1% | $4,297-53.5% |