Filed May 20, 2021 (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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $55,852 | $97,550-42.7% | $120,344-53.6% | $87,485-36.2% |
| Participation rate | 64.4% | 72.8%-8.4pp | 76.7%-12.3pp | 68.9%-4.5pp |
| Annual return | 16.70% | 18.41%-1.7pp | 20.30%-3.6pp | 26.06%-9.4pp |
| Employer contribution / active EE | $1,616 | $2,291-29.5% | $3,020-46.5% | $2,596-37.8% |
| Participant deferral / active EE | $3,436 | $4,230-18.8% | $5,135-33.1% | $4,274-19.6% |
| Admin fee / account holder | $3,588 | $9,543-62.4% | $12,742-71.8% | $7,775-53.8% |