Filed July 26, 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 | $41,341 | $48,050-14.0% | $85,969-51.9% | $59,632-30.7% |
| Participation rate | 100.0% | 64.5%+35.5pp | 76.5%+23.5pp | 68.7%+31.3pp |
| Annual return | -2.23% | 0.29%-2.5pp | 9.32%-11.5pp | 2041.32%-2043.5pp |
| Employer contribution / active EE | $2,176 | $1,640+32.7% | $3,474-37.4% | $2,203-1.2% |
| Participant deferral / active EE | $4,017 | $2,249+78.6% | $3,829+4.9% | $3,192+25.9% |
| Admin fee / account holder | $477 | $3,206-85.1% | $6,053-92.1% | $4,297-88.9% |