Filed July 6, 2018
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 | $33,595 | $77,817-56.8% | $123,553-72.8% | $64,173-47.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 36.28% | 12.49%+23.8pp | 119.21%-82.9pp | 7.63%+28.6pp |
| Employer contribution / active EE | $7,377 | $3,014+144.8% | $4,628+59.4% | $2,381+209.9% |
| Participant deferral / active EE | $7,889 | $5,240+50.6% | $6,426+22.8% | $3,470+127.4% |
| Admin fee / account holder | $2,478 | $5,519-55.1% | $9,284-73.3% | $4,887-49.3% |