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).
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 | $40,916 | $44,714-8.5% | $91,225-55.1% | $66,938-38.9% |
| Participation rate | 74.3% | 65.0%+9.2pp | 73.2%+1.1pp | 69.8%+4.4pp |
| Annual return | 0.83% | -12.25%+13.1pp | 114.12%-113.3pp | 1.58%-0.8pp |
| Employer contribution / active EE | $3,159 | $1,710+84.7% | $2,851+10.8% | $2,545+24.1% |
| Participant deferral / active EE | $7,607 | $3,355+126.7% | $4,233+79.7% | $4,238+79.5% |
| Admin fee / account holder | $1,174 | $521+125.4% | $5,422-78.3% | $594+97.9% |