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 | $14,718 | $89,367-83.5% | $141,191-89.6% | $72,975-79.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 34.64% | 111.87%-77.2pp | 71.41%-36.8pp | 81.01%-46.4pp |
| Employer contribution / active EE | $3,062 | $3,115-1.7% | $4,736-35.3% | $2,440+25.5% |
| Participant deferral / active EE | $5,686 | $5,419+4.9% | $6,710-15.3% | $3,608+57.6% |
| Admin fee / account holder | $2,024 | $5,957-66.0% | $10,264-80.3% | $5,124-60.5% |