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.)
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 | $108,486 | $55,470+95.6% | $155,556-30.3% | $74,478+45.7% |
| Participation rate | 74.1% | 61.9%+12.2pp | 78.2%-4.1pp | 67.2%+6.9pp |
| Annual return | 34.18% | 269.80%-235.6pp | 64.84%-30.7pp | 1370.56%-1336.4pp |
| Employer contribution / active EE | $1,742 | $2,267-23.1% | $4,675-62.7% | $2,626-33.7% |
| Participant deferral / active EE | $3,702 | $2,838+30.4% | $5,631-34.3% | $4,350-14.9% |
| Admin fee / account holder | $16,839 | $1,744+865.4% | $15,885+6.0% | $1,946+765.4% |