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 | $29,855 | $64,138-53.5% | $112,258-73.4% | $66,930-55.4% |
| Participation rate | 73.0% | 68.5%+4.5pp | 75.1%-2.1pp | 69.8%+3.1pp |
| Annual return | -16.57% | -13.81%-2.8pp | 27.47%-44.0pp | 1.57%-18.1pp |
| Employer contribution / active EE | $864 | $3,006-71.3% | $3,636-76.2% | $2,545-66.1% |
| Participant deferral / active EE | $3,908 | $3,694+5.8% | $4,728-17.4% | $4,238-7.8% |
| Admin fee / account holder | $6,578 | $625+951.7% | $6,411+2.6% | $593+1008.4% |