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 | $18,009 | $80,812-77.7% | $160,784-88.8% | $82,448-78.2% |
| Participation rate | 98.9% | 66.2%+32.7pp | 77.0%+21.9pp | 68.1%+30.8pp |
| Annual return | 15.53% | 100.59%-85.1pp | 1803.92%-1788.4pp | 41.64%-26.1pp |
| Employer contribution / active EE | $2,189 | $2,174+0.7% | $3,733-41.3% | $2,551-14.2% |
| Participant deferral / active EE | $4,073 | $4,335-6.0% | $6,293-35.3% | $4,139-1.6% |
| Admin fee / account holder | $3,744 | $7,695-51.3% | $9,717-61.5% | $7,234-48.2% |