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.
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 | $21,813 | $55,449-60.7% | $83,830-74.0% | $56,287-61.2% |
| Participation rate | 89.4% | 68.0%+21.4pp | 76.1%+13.3pp | 69.9%+19.6pp |
| Annual return | -6.43% | -1.38%-5.0pp | 850.97%-857.4pp | -9.96%+3.5pp |
| Employer contribution / active EE | $3,382 | $2,430+39.2% | $3,631-6.9% | $2,111+60.2% |
| Participant deferral / active EE | $2,986 | $2,935+1.7% | $4,082-26.8% | $3,350-10.9% |
| Admin fee / account holder | $0 | $656-100.0% | $5,479-100.0% | $521-100.0% |