Filed December 4, 2020 (most recent of 2 filings on file)
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 | $207,199 | $61,125+239.0% | $94,057+120.3% | $87,485+136.8% |
| Participation rate | 88.2% | 64.1%+24.2pp | 73.3%+14.9pp | 68.9%+19.3pp |
| Annual return | 15.14% | 35.20%-20.1pp | 480.62%-465.5pp | 26.06%-10.9pp |
| Employer contribution / active EE | $14,456 | $2,136+576.6% | $2,933+392.8% | $2,596+456.8% |
| Participant deferral / active EE | $10,410 | $3,260+219.3% | $4,709+121.0% | $4,274+143.6% |
| Admin fee / account holder | $35,823 | $5,629+536.4% | $7,244+394.5% | $7,775+360.8% |