Filed September 29, 2022
Total covered: 2 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 | $74,652 | $118,708-37.1% | $98,920-24.5% | $158,966-53.0% |
| Participation rate | 93.8% | 77.8%+15.9pp | 76.0%+17.7pp | 82.0%+11.8pp |
| Annual return | 37.51% | 372.49%-335.0pp | 196.47%-159.0pp | 302.95%-265.4pp |
| Employer contribution / active EE | $10,753 | $3,334+222.5% | $2,689+299.8% | $4,762+125.8% |
| Participant deferral / active EE | $7,522 | $5,089+47.8% | $4,245+77.2% | $5,983+25.7% |
| Admin fee / account holder | $560 | $10,134-94.5% | $6,643-91.6% | $11,250-95.0% |