Filed November 30, 2021 (most recent of 2 filings on file)
Total covered: 50 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $71,982 | $52,678+36.6% | $75,784-5.0% | $59,633+20.7% |
| Participation rate | 62.5% | 67.2%-4.7pp | 75.8%-13.3pp | 68.7%-6.2pp |
| Annual return | 17.93% | 2.95%+15.0pp | 9.68%+8.3pp | 2041.45%-2023.5pp |
| Employer contribution / active EE | $517 | $2,193-76.4% | $3,323-84.4% | $2,203-76.5% |
| Participant deferral / active EE | $5,172 | $2,591+99.6% | $3,652+41.6% | $3,192+62.0% |
| Admin fee / account holder | $14,643 | $3,610+305.6% | $5,300+176.3% | $4,297+240.8% |