Filed May 4, 2022
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 | $40,490 | $79,223-48.9% | $102,460-60.5% | $74,478-45.6% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 25.92% | 54.98%-29.1pp | 29.47%-3.5pp | 1370.56%-1344.6pp |
| Employer contribution / active EE | $2,034 | $2,363-13.9% | $3,025-32.8% | $2,626-22.5% |
| Participant deferral / active EE | $4,224 | $4,417-4.4% | $5,056-16.5% | $4,350-2.9% |
| Admin fee / account holder | $6,403 | $2,003+219.7% | $9,460-32.3% | $1,946+229.1% |