Filed April 27, 2022 (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 | $108,412 | $71,872+50.8% | $86,691+25.1% | $68,495+58.3% |
| Participation rate | 52.7% | 72.2%-19.5pp | 76.6%-23.9pp | 67.9%-15.2pp |
| Annual return | -16.46% | 3.53%-20.0pp | 35.94%-52.4pp | -7.84%-8.6pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,110 | $3,779-17.7% | $4,656-33.2% | $4,028-22.8% |
| Admin fee / account holder | $2,306 | $6,112-62.3% | $7,492-69.2% | $5,403-57.3% |