Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $4,350 | $61,338-92.9% | $149,717-97.1% | $71,495-93.9% |
| Participation rate | 82.4% | 62.5%+19.8pp | 78.8%+3.6pp | 67.9%+14.4pp |
| Annual return | 21.87% | 35.86%-14.0pp | 134.41%-112.5pp | 28.85%-7.0pp |
| Employer contribution / active EE | $0 | $2,381-100.0% | $4,820-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $1,773 | $2,919-39.2% | $5,682-68.8% | $4,291-58.7% |
| Admin fee / account holder | $1,051 | $1,263-16.8% | $13,213-92.0% | $1,588-33.8% |