Filed November 6, 2024
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 | $53,190 | $51,638+3.0% | $68,368-22.2% | $82,448-35.5% |
| Participation rate | 79.3% | 63.6%+15.7pp | 73.8%+5.6pp | 68.1%+11.2pp |
| Annual return | 26.31% | 37.53%-11.2pp | 292.57%-266.3pp | 41.64%-15.3pp |
| Employer contribution / active EE | $3,195 | $2,047+56.1% | $2,649+20.6% | $2,551+25.3% |
| Participant deferral / active EE | $7,851 | $2,914+169.5% | $4,123+90.4% | $4,139+89.7% |
| Admin fee / account holder | $3,354 | $4,643-27.8% | $5,150-34.9% | $7,234-53.6% |