Filed February 2, 2015
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 | $81,394 | $102,595-20.7% | $94,057-13.5% | $154,746-47.4% |
| Participation rate | 81.3% | 76.0%+5.3pp | 73.3%+7.9pp | 80.7%+0.5pp |
| Annual return | 16.96% | 583.42%-566.5pp | 480.62%-463.7pp | 172.34%-155.4pp |
| Employer contribution / active EE | $5,344 | $3,147+69.8% | $2,933+82.2% | $4,379+22.0% |
| Participant deferral / active EE | $7,420 | $5,118+45.0% | $4,709+57.5% | $6,730+10.2% |
| Admin fee / account holder | $4,282 | $7,736-44.7% | $7,244-40.9% | $14,365-70.2% |