Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $3,822 | $27,924-86.3% | $58,544-93.5% | $75,181-94.9% |
| Participation rate | 86.8% | 38.8%+48.0pp | 50.9%+36.0pp | 67.2%+19.6pp |
| Annual return | 32.46% | 44.20%-11.7pp | 4249.56%-4217.1pp | 160.69%-128.2pp |
| Employer contribution / active EE | $1,989 | $669+197.3% | $1,053+88.9% | $2,671-25.5% |
| Participant deferral / active EE | $2,025 | $1,202+68.6% | $1,923+5.3% | $4,126-50.9% |
| Admin fee / account holder | $523 | $1,726-69.7% | $2,520-79.2% | $5,650-90.7% |