Filed November 25, 2022
Total covered: 5 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 | $248,133 | $133,998+85.2% | $112,263+121.0% | $134,545+84.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.33% | 47.17%-65.5pp | 27.49%-45.8pp | 418.37%-436.7pp |
| Employer contribution / active EE | $20,133 | $4,040+398.3% | $3,636+453.7% | $4,742+324.6% |
| Participant deferral / active EE | $12,929 | $5,292+144.3% | $4,729+173.4% | $6,401+102.0% |
| Admin fee / account holder | $1,105 | $7,493-85.3% | $6,410-82.8% | $11,431-90.3% |