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 | $15,927 | $61,214-74.0% | $83,322-80.9% | $56,287-71.7% |
| Participation rate | 81.2% | 72.6%+8.6pp | 77.8%+3.4pp | 69.9%+11.3pp |
| Annual return | 4.25% | 0.42%+3.8pp | 10.64%-6.4pp | -9.96%+14.2pp |
| Employer contribution / active EE | $0 | $1,925-100.0% | $3,379-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $8,408 | $5,091+65.1% | $5,565+51.1% | $3,350+151.0% |
| Admin fee / account holder | $2,237 | $512+337.4% | $7,540-70.3% | $521+329.5% |