Filed September 2, 2021 (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.
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 | $123,439 | $150,207-17.8% | $120,380+2.5% | $145,978-15.4% |
| Participation rate | 50.0% | 78.8%-28.8pp | 71.9%-21.9pp | 80.3%-30.3pp |
| Annual return | 13.38% | 154.28%-140.9pp | 107.28%-93.9pp | 550.52%-537.1pp |
| Employer contribution / active EE | $1,984 | $4,351-54.4% | $3,465-42.7% | $4,662-57.4% |
| Participant deferral / active EE | $4,926 | $6,175-20.2% | $4,992-1.3% | $6,690-26.4% |
| Admin fee / account holder | $1,633 | $12,203-86.6% | $9,421-82.7% | $13,400-87.8% |