Filed October 28, 2023 (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 9-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 | $68,160 | $88,778-23.2% | $81,844-16.7% | $145,884-53.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.69% | 1033.03%-1020.3pp | 778.87%-766.2pp | 551.85%-539.2pp |
| Employer contribution / active EE | $6,680 | $3,087+116.4% | $2,916+129.0% | $4,662+43.3% |
| Participant deferral / active EE | $8,820 | $4,648+89.7% | $4,323+104.0% | $6,690+31.8% |
| Admin fee / account holder | $1,594 | $8,430-81.1% | $7,355-78.3% | $13,392-88.1% |