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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVETMENTS INSTITUTIONAL Service code 64 · EIN 04-2654524 | Recordkeeping Fees | $300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,227 | $54,573+48.8% | $90,970-10.7% | $73,493+10.5% |
| Participation rate | 50.7% | 61.2%-10.5pp | 69.0%-18.3pp | 70.7%-20.0pp |
| Annual return | 15.99% | 16.69%-0.7pp | 134.58%-118.6pp | 28.51%-12.5pp |
| Employer contribution / active EE | $1,951 | $991+96.7% | $2,122-8.1% | $2,270-14.1% |
| Participant deferral / active EE | $4,162 | $2,517+65.4% | $3,373+23.4% | $3,740+11.3% |
| Admin fee / account holder | $34 | $521-93.4% | $5,960-99.4% | $513-93.3% |