Filed October 9, 2024 (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.
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 | $129,072 | $102,385+26.1% | $147,080-12.2% | $80,935+59.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 16.16% | 135.09%-118.9pp | 420.17%-404.0pp | 35.66%-19.5pp |
| Employer contribution / active EE | $20,213 | $3,717+443.8% | $4,933+309.7% | $2,757+633.2% |
| Participant deferral / active EE | $8,443 | $6,651+27.0% | $8,066+4.7% | $4,299+96.4% |
| Admin fee / account holder | $7,426 | $7,951-6.6% | $12,989-42.8% | $6,924+7.2% |