Filed June 23, 2023 (most recent of 2 filings on file)
Total covered: 7 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.
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 | $45,305 | $76,551-40.8% | $123,894-63.4% | $62,881-28.0% |
| Participation rate | 78.2% | 73.0%+5.2pp | 81.4%-3.2pp | 69.3%+8.9pp |
| Annual return | 26.16% | 18.68%+7.5pp | 47.52%-21.4pp | 20.14%+6.0pp |
| Employer contribution / active EE | $648 | $2,882-77.5% | $4,617-86.0% | $2,281-71.6% |
| Participant deferral / active EE | $6,482 | $4,840+33.9% | $5,984+8.3% | $3,203+102.4% |
| Admin fee / account holder | $2,614 | $4,826-45.8% | $8,357-68.7% | $4,296-39.1% |