Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,504 | $91,179-81.9% | $178,499-90.8% | $79,852-79.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 16.59% | 24.19%-7.6pp | 151.10%-134.5pp | 31.72%-15.1pp |
| Employer contribution / active EE | $2,220 | $3,256-31.8% | $5,011-55.7% | $2,471-10.2% |
| Participant deferral / active EE | $4,737 | $3,236+46.4% | $5,202-8.9% | $3,740+26.7% |
| Admin fee / account holder | $17 | $6,749-99.7% | $13,986-99.9% | $5,306-99.7% |