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.)
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 | $2,066 | $25,014-91.7% | $69,632-97.0% | $80,959-97.4% |
| Participation rate | 82.1% | 64.2%+17.9pp | 66.4%+15.7pp | 67.7%+14.5pp |
| Annual return | 15.76% | 19.08%-3.3pp | 101.32%-85.6pp | 35.67%-19.9pp |
| Employer contribution / active EE | $774 | $991-21.9% | $1,708-54.7% | $2,757-71.9% |
| Participant deferral / active EE | $867 | $1,840-52.9% | $2,889-70.0% | $4,300-79.8% |
| Admin fee / account holder | $574 | $2,491-76.9% | $4,695-87.8% | $6,925-91.7% |