Filed January 7, 2021
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,454 | $45,050+20.9% | $63,018-13.6% | $70,126-22.3% |
| Participation rate | 94.8% | 69.5%+25.3pp | 74.8%+20.0pp | 69.5%+25.3pp |
| Annual return | 12.45% | 18.76%-6.3pp | 87.62%-75.2pp | 73.15%-60.7pp |
| Employer contribution / active EE | $1,855 | $2,052-9.6% | $2,761-32.8% | $2,343-20.8% |
| Participant deferral / active EE | $4,662 | $2,466+89.1% | $3,330+40.0% | $3,332+39.9% |
| Admin fee / account holder | $1,745 | $2,834-38.4% | $3,601-51.5% | $4,645-62.4% |