Filed August 24, 2021 (most recent of 4 filings on file)
Total covered: 4 employees
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 | $124,699 | $67,602+84.5% | $82,312+51.5% | $70,126+77.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 22.75% | 21.57%+1.2pp | 25.88%-3.1pp | 73.15%-50.4pp |
| Employer contribution / active EE | $1,214 | $1,755-30.8% | $2,428-50.0% | $2,343-48.2% |
| Participant deferral / active EE | $4,706 | $2,987+57.5% | $3,706+27.0% | $3,332+41.3% |
| Admin fee / account holder | $535 | $4,512-88.1% | $5,608-90.5% | $4,645-88.5% |