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 | $24,748 | $54,590-54.7% | $81,726-69.7% | $73,497-66.3% |
| Participation rate | 99.5% | 68.3%+31.2pp | 72.0%+27.5pp | 70.7%+28.8pp |
| Annual return | 92.24% | 17.74%+74.5pp | 29.49%+62.7pp | 28.51%+63.7pp |
| Employer contribution / active EE | $687 | $1,636-58.0% | $4,311-84.1% | $2,270-69.7% |
| Participant deferral / active EE | $1,335 | $2,759-51.6% | $7,108-81.2% | $3,740-64.3% |
| Admin fee / account holder | $1,270 | $592+114.5% | $5,160-75.4% | $513+147.5% |