Filed March 11, 2020
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 | $35,199 | $53,128-33.7% | $86,582-59.3% | $70,126-49.8% |
| Participation rate | 81.1% | 65.3%+15.8pp | 73.5%+7.5pp | 69.5%+11.5pp |
| Annual return | 17.91% | 27.66%-9.7pp | 965.08%-947.2pp | 73.15%-55.2pp |
| Employer contribution / active EE | $1,832 | $2,068-11.4% | $2,839-35.5% | $2,343-21.8% |
| Participant deferral / active EE | $2,846 | $2,695+5.6% | $3,609-21.1% | $3,332-14.6% |
| Admin fee / account holder | $746 | $3,584-79.2% | $4,904-84.8% | $4,645-83.9% |