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 | $17,183 | $59,105-70.9% | $160,009-89.3% | $66,938-74.3% |
| Participation rate | 99.1% | 68.1%+31.0pp | 78.0%+21.1pp | 69.8%+29.3pp |
| Annual return | -14.21% | -12.26%-2.0pp | 408.85%-423.1pp | 1.58%-15.8pp |
| Employer contribution / active EE | $2,898 | $1,983+46.2% | $4,225-31.4% | $2,545+13.9% |
| Participant deferral / active EE | $2,098 | $4,395-52.3% | $6,183-66.1% | $4,238-50.5% |
| Admin fee / account holder | $1,423 | $591+140.8% | $8,715-83.7% | $594+139.7% |