Filed November 15, 2022 (most recent of 2 filings on file)
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 | $30,055 | $41,854-28.2% | $73,836-59.3% | $52,331-42.6% |
| Participation rate | 92.7% | 66.2%+26.5pp | 73.4%+19.3pp | 68.1%+24.6pp |
| Annual return | 1.95% | 2.11%-0.2pp | 2268.06%-2266.1pp | 4.54%-2.6pp |
| Employer contribution / active EE | $1,254 | $1,920-34.7% | $2,787-55.0% | $1,882-33.4% |
| Participant deferral / active EE | $1,982 | $2,498-20.7% | $3,583-44.7% | $3,022-34.4% |
| Admin fee / account holder | $438 | $493-11.1% | $4,882-91.0% | $592-26.0% |