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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $104,621 | $73,102+43.1% | $123,553-15.3% | $56,289+85.9% |
| Participation rate | 89.4% | 74.3%+15.1pp | 82.3%+7.1pp | 69.9%+19.6pp |
| Annual return | -3.06% | 3.01%-6.1pp | 119.21%-122.3pp | -9.96%+6.9pp |
| Employer contribution / active EE | $19,569 | $2,977+557.3% | $4,628+322.8% | $2,111+826.9% |
| Participant deferral / active EE | $12,838 | $5,423+136.7% | $6,426+99.8% | $3,350+283.2% |
| Admin fee / account holder | $8 | $554-98.5% | $9,284-99.9% | $521-98.5% |