Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,087 | $42,396-36.1% | $67,313-59.8% | $56,289-51.9% |
| Participation rate | 50.0% | 61.0%-11.0pp | 69.1%-19.1pp | 69.9%-19.9pp |
| Annual return | -2.87% | -36.63%+33.8pp | -4.08%+1.2pp | -9.96%+7.1pp |
| Employer contribution / active EE | $1,218 | $1,414-13.8% | $2,566-52.5% | $2,111-42.3% |
| Participant deferral / active EE | $2,043 | $2,360-13.4% | $3,568-42.7% | $3,350-39.0% |
| Admin fee / account holder | $26 | $510-94.9% | $4,507-99.4% | $521-95.0% |