Filed January 23, 2023 (most recent of 2 filings on file)
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,822 | $56,134-21.9% | $96,161-54.4% | $85,856-49.0% |
| Participation rate | 94.7% | 56.7%+38.0pp | 68.4%+26.2pp | 69.3%+25.4pp |
| Annual return | 19.36% | 42.30%-22.9pp | 192.01%-172.6pp | 318.58%-299.2pp |
| Employer contribution / active EE | $3,691 | $1,620+127.8% | $2,798+31.9% | $2,565+43.9% |
| Participant deferral / active EE | $3,848 | $2,858+34.7% | $4,349-11.5% | $3,952-2.6% |
| Admin fee / account holder | $2,982 | $3,769-20.9% | $5,538-46.2% | $6,261-52.4% |