Filed October 8, 2020 (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 5-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 | $40,015 | $162,136-75.3% | $152,301-73.7% | $154,746-74.1% |
| Participation rate | 70.6% | 84.1%-13.5pp | 82.4%-11.9pp | 80.7%-10.1pp |
| Annual return | 36.56% | 91.02%-54.5pp | 80.50%-43.9pp | 172.34%-135.8pp |
| Employer contribution / active EE | $2,312 | $4,890-52.7% | $4,624-50.0% | $4,379-47.2% |
| Participant deferral / active EE | $5,305 | $8,341-36.4% | $8,004-33.7% | $6,730-21.2% |
| Admin fee / account holder | $4,894 | $15,759-68.9% | $14,398-66.0% | $14,365-65.9% |