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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $5,055 | $45,900-89.0% | $94,057-94.6% | $64,340-92.1% |
| Participation rate | 72.8% | 50.6%+22.2pp | 73.3%-0.5pp | 55.2%+17.6pp |
| Annual return | 18.32% | 50.47%-32.2pp | 480.62%-462.3pp | 24.14%-5.8pp |
| Employer contribution / active EE | $0 | $1,612-100.0% | $2,933-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $899 | $2,102-57.2% | $4,709-80.9% | $2,980-69.8% |
| Admin fee / account holder | $766 | $3,143-75.6% | $7,244-89.4% | $3,703-79.3% |