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 | $4,100 | $25,014-83.6% | $69,632-94.1% | $80,959-94.9% |
| Participation rate | 81.6% | 64.2%+17.4pp | 66.4%+15.2pp | 67.7%+14.0pp |
| Annual return | 15.88% | 19.08%-3.2pp | 101.32%-85.4pp | 35.67%-19.8pp |
| Employer contribution / active EE | $633 | $991-36.2% | $1,708-63.0% | $2,757-77.0% |
| Participant deferral / active EE | $2,041 | $1,840+11.0% | $2,889-29.3% | $4,300-52.5% |
| Admin fee / account holder | $732 | $2,491-70.6% | $4,695-84.4% | $6,925-89.4% |