Filed June 17, 2019
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $553,892 | $150,447+268.2% | $136,298+306.4% | $147,586+275.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.80% | 1049.15%-1038.4pp | 5156.27%-5145.5pp | 578.59%-567.8pp |
| Employer contribution / active EE | $12,079 | $5,256+129.8% | $4,696+157.2% | $4,876+147.7% |
| Participant deferral / active EE | $14,222 | $6,631+114.5% | $6,247+127.7% | $5,439+161.5% |
| Admin fee / account holder | $14,480 | $10,906+32.8% | $9,244+56.6% | $10,886+33.0% |