Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,540 | $50,199-53.1% | $69,884-66.3% | $66,938-64.8% |
| Participation rate | 73.3% | 66.3%+6.9pp | 70.5%+2.8pp | 69.8%+3.5pp |
| Annual return | -14.69% | -13.85%-0.8pp | 190.81%-205.5pp | 1.58%-16.3pp |
| Employer contribution / active EE | $1,831 | $1,864-1.8% | $2,560-28.5% | $2,545-28.0% |
| Participant deferral / active EE | $3,674 | $3,112+18.0% | $3,848-4.5% | $4,238-13.3% |
| Admin fee / account holder | $47 | $600-92.2% | $6,266-99.3% | $594-92.2% |