Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,861 | $24,891-80.5% | $69,632-93.0% | $74,478-93.5% |
| Participation rate | 71.5% | 63.4%+8.1pp | 66.4%+5.1pp | 67.2%+4.3pp |
| Annual return | 26.49% | 18.53%+8.0pp | 101.32%-74.8pp | 1370.56%-1344.1pp |
| Employer contribution / active EE | $692 | $1,005-31.2% | $1,708-59.5% | $2,626-73.7% |
| Participant deferral / active EE | $1,630 | $1,908-14.6% | $2,889-43.6% | $4,350-62.5% |
| Admin fee / account holder | $18 | $1,904-99.1% | $4,695-99.6% | $1,946-99.1% |