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 | $27,220 | $80,332-66.1% | $107,187-74.6% | $64,097-57.5% |
| Participation rate | 76.9% | 54.4%+22.5pp | 75.0%+1.9pp | 55.2%+21.7pp |
| Annual return | 16.19% | 24.26%-8.1pp | 204.55%-188.4pp | 34.64%-18.5pp |
| Employer contribution / active EE | $0 | $2,501-100.0% | $3,782-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $2,274 | $3,109-26.9% | $5,096-55.4% | $3,080-26.2% |
| Admin fee / account holder | $2,633 | $4,314-39.0% | $9,162-71.3% | $3,454-23.8% |