Filed June 27, 2024
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 | $65,413 | $211,946-69.1% | $169,452-61.4% | $135,380-51.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -7.79% | 3.26%-11.1pp | 1.83%-9.6pp | 519.81%-527.6pp |
| Employer contribution / active EE | $2,551 | $5,117-50.2% | $4,157-38.6% | $4,779-46.6% |
| Participant deferral / active EE | $6,364 | $6,075+4.7% | $5,277+20.6% | $5,609+13.5% |
| Admin fee / account holder | $984 | $11,472-91.4% | $9,110-89.2% | $10,828-90.9% |