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 | $26,848 | $59,186-54.6% | $76,768-65.0% | $56,287-52.3% |
| Participation rate | 83.1% | 75.2%+7.8pp | 77.0%+6.1pp | 69.9%+13.2pp |
| Annual return | -6.94% | 6.62%-13.6pp | 2.43%-9.4pp | -9.96%+3.0pp |
| Employer contribution / active EE | $1,657 | $1,759-5.8% | $2,485-33.3% | $2,111-21.5% |
| Participant deferral / active EE | $4,250 | $3,255+30.6% | $3,852+10.3% | $3,350+26.9% |
| Admin fee / account holder | $3,066 | $489+526.8% | $6,675-54.1% | $521+488.5% |