Filed August 6, 2015
Total covered: 6 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 | $133,264 | $109,872+21.3% | $98,483+35.3% | $167,536-20.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 12.46% | 1959.31%-1946.9pp | 1494.38%-1481.9pp | 478.82%-466.4pp |
| Employer contribution / active EE | $23,226 | $3,225+620.1% | $2,961+684.5% | $4,839+380.0% |
| Participant deferral / active EE | $13,947 | $4,673+198.4% | $4,276+226.1% | $6,342+119.9% |
| Admin fee / account holder | $23,779 | $6,757+251.9% | $5,953+299.5% | $12,315+93.1% |