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 | $46,134 | $84,499-45.4% | $125,391-63.2% | $66,949-31.1% |
| Participation rate | 81.3% | 76.4%+4.9pp | 82.4%-1.1pp | 69.8%+11.5pp |
| Annual return | -16.36% | -8.49%-7.9pp | 572.41%-588.8pp | 1.57%-17.9pp |
| Employer contribution / active EE | $2,991 | $3,554-15.8% | $4,816-37.9% | $2,545+17.5% |
| Participant deferral / active EE | $6,419 | $6,785-5.4% | $7,448-13.8% | $4,239+51.4% |
| Admin fee / account holder | $920 | $685+34.2% | $10,009-90.8% | $594+54.9% |