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 | $31,805 | $54,541-41.7% | $78,778-59.6% | $70,126-54.6% |
| Participation rate | 88.7% | 60.8%+27.9pp | 69.2%+19.5pp | 69.5%+19.1pp |
| Annual return | 19.33% | 21.07%-1.7pp | 35.62%-16.3pp | 73.15%-53.8pp |
| Employer contribution / active EE | $717 | $1,089-34.1% | $1,986-63.9% | $2,343-69.4% |
| Participant deferral / active EE | $1,978 | $2,210-10.5% | $2,958-33.1% | $3,332-40.6% |
| Admin fee / account holder | $2,113 | $3,709-43.0% | $5,134-58.8% | $4,645-54.5% |