Filed July 7, 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 8-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 | $103,309 | $209,888-50.8% | $189,545-45.5% | $167,553-38.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 16.36% | 748.66%-732.3pp | 555.36%-539.0pp | 478.89%-462.5pp |
| Employer contribution / active EE | $2,976 | $6,915-57.0% | $6,162-51.7% | $4,840-38.5% |
| Participant deferral / active EE | $11,270 | $8,934+26.1% | $8,220+37.1% | $6,343+77.7% |
| Admin fee / account holder | $7,055 | $14,300-50.7% | $12,049-41.4% | $12,316-42.7% |