Filed December 1, 2017
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 | $32,421 | $69,977-53.7% | $108,582-70.1% | $62,881-48.4% |
| Participation rate | 81.6% | 72.9%+8.7pp | 79.6%+2.0pp | 69.3%+12.3pp |
| Annual return | 6.37% | 10.73%-4.4pp | -51.70%+58.1pp | 20.14%-13.8pp |
| Employer contribution / active EE | $1,672 | $2,135-21.7% | $3,758-55.5% | $2,281-26.7% |
| Participant deferral / active EE | $2,878 | $3,165-9.1% | $4,311-33.2% | $3,203-10.1% |
| Admin fee / account holder | $598 | $5,076-88.2% | $7,645-92.2% | $4,296-86.1% |