Filed September 25, 2015
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 | $64,027 | $96,691-33.8% | $86,656-26.1% | $139,487-54.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 11.24% | 106.87%-95.6pp | 593.09%-581.8pp | 373.84%-362.6pp |
| Employer contribution / active EE | $1,986 | $3,267-39.2% | $3,025-34.4% | $4,755-58.2% |
| Participant deferral / active EE | $7,929 | $4,838+63.9% | $4,439+78.6% | $6,713+18.1% |
| Admin fee / account holder | $5,681 | $6,414-11.4% | $5,619+1.1% | $11,407-50.2% |