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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $2,636 | $41,016-93.6% | $152,093-98.3% | $64,097-95.9% |
| Participation rate | 73.8% | 51.3%+22.4pp | 77.8%-4.0pp | 55.2%+18.6pp |
| Annual return | 15.37% | 39.60%-24.2pp | 66.36%-51.0pp | 34.64%-19.3pp |
| Employer contribution / active EE | $0 | $1,342-100.0% | $4,175-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $1,220 | $1,927-36.7% | $5,451-77.6% | $3,080-60.4% |
| Admin fee / account holder | $814 | $2,305-64.7% | $14,497-94.4% | $3,454-76.4% |