Filed July 11, 2019
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $112,182 | $58,726+91.0% | $142,898-21.5% | $85,851+30.7% |
| Participation rate | 71.8% | 58.5%+13.3pp | 72.0%-0.2pp | 69.3%+2.5pp |
| Annual return | 12.25% | 27.73%-15.5pp | 5639.64%-5627.4pp | 318.63%-306.4pp |
| Employer contribution / active EE | $2,574 | $1,424+80.8% | $4,146-37.9% | $2,565+0.3% |
| Participant deferral / active EE | $6,160 | $2,609+136.1% | $3,838+60.5% | $3,952+55.9% |
| Admin fee / account holder | $5,995 | $4,234+41.6% | $6,560-8.6% | $6,261-4.2% |