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 | $34,423 | $67,602-49.1% | $82,312-58.2% | $70,126-50.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 15.89% | 21.57%-5.7pp | 25.88%-10.0pp | 73.15%-57.3pp |
| Employer contribution / active EE | $1,469 | $1,755-16.3% | $2,428-39.5% | $2,343-37.3% |
| Participant deferral / active EE | $2,576 | $2,987-13.8% | $3,706-30.5% | $3,332-22.7% |
| Admin fee / account holder | $897 | $4,512-80.1% | $5,608-84.0% | $4,645-80.7% |