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 | $2,052 | $16,790-87.8% | $64,489-96.8% | $67,986-97.0% |
| Participation rate | 86.1% | 62.4%+23.7pp | 67.7%+18.4pp | 57.2%+28.9pp |
| Annual return | 16.72% | 30.55%-13.8pp | 55.03%-38.3pp | 31.67%-14.9pp |
| Employer contribution / active EE | $395 | $648-39.0% | $1,523-74.1% | $2,019-80.4% |
| Participant deferral / active EE | $808 | $1,510-46.5% | $2,778-70.9% | $3,358-75.9% |
| Admin fee / account holder | $558 | $1,690-67.0% | $4,260-86.9% | $3,203-82.6% |