Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,446 | $52,306-83.9% | $69,779-87.9% | $62,881-86.6% |
| Participation rate | 83.9% | 67.2%+16.6pp | 71.8%+12.0pp | 69.3%+14.6pp |
| Annual return | 5.92% | 13.35%-7.4pp | 12.99%-7.1pp | 20.14%-14.2pp |
| Employer contribution / active EE | $672 | $1,799-62.7% | $2,338-71.3% | $2,281-70.6% |
| Participant deferral / active EE | $1,040 | $2,395-56.6% | $2,931-64.5% | $3,203-67.5% |
| Admin fee / account holder | $551 | $3,691-85.1% | $4,381-87.4% | $4,296-87.2% |