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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $43,639 | $91,167-52.1% | $178,498-75.6% | $79,858-45.4% |
| Participation rate | 90.8% | 69.2%+21.6pp | 81.9%+8.8pp | 69.6%+21.1pp |
| Annual return | 8.32% | 24.19%-15.9pp | 151.09%-142.8pp | 31.72%-23.4pp |
| Employer contribution / active EE | $3,616 | $3,255+11.1% | $5,011-27.8% | $2,471+46.3% |
| Participant deferral / active EE | $0 | $3,236-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2,779 | $6,747-58.8% | $13,985-80.1% | $5,306-47.6% |