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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,725 | $74,706-46.8% | $75,731-47.5% | $79,389-50.0% |
| Participation rate | 99.3% | 75.3%+24.0pp | 74.8%+24.5pp | 70.7%+28.6pp |
| Annual return | 18.62% | 18.52%+0.1pp | 104.65%-86.0pp | 116.89%-98.3pp |
| Employer contribution / active EE | $6,748 | $2,590+160.6% | $2,743+146.0% | $2,428+178.0% |
| Participant deferral / active EE | $2,540 | $3,533-28.1% | $3,820-33.5% | $4,046-37.2% |
| Admin fee / account holder | $51 | $374-86.3% | $3,620-98.6% | $626-91.8% |