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 | $42,992 | $55,932-23.1% | $76,735-44.0% | $67,986-36.8% |
| Participation rate | 77.1% | 50.8%+26.3pp | 69.5%+7.6pp | 57.2%+19.9pp |
| Annual return | 26.94% | 23.10%+3.8pp | 29.77%-2.8pp | 31.67%-4.7pp |
| Employer contribution / active EE | $1,458 | $1,487-1.9% | $2,454-40.6% | $2,019-27.8% |
| Participant deferral / active EE | $4,715 | $2,558+84.3% | $4,088+15.3% | $3,358+40.4% |
| Admin fee / account holder | $6,943 | $4,907+41.5% | $7,189-3.4% | $3,203+116.8% |