Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $52,019 | $109,359-52.4% | $162,185-67.9% | $72,976-28.7% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 3.33% | 25.46%-22.1pp | 115.61%-112.3pp | 81.02%-77.7pp |
| Employer contribution / active EE | $1,236 | $3,907-68.4% | $5,613-78.0% | $2,440-49.4% |
| Participant deferral / active EE | $4,429 | $5,481-19.2% | $7,297-39.3% | $3,608+22.8% |
| Admin fee / account holder | $6,345 | $7,972-20.4% | $10,844-41.5% | $5,124+23.8% |