Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $75,200 | $77,816-3.4% | $123,549-39.1% | $64,181+17.2% |
| Participation rate | 97.6% | 74.7%+22.9pp | 82.3%+15.4pp | 69.6%+28.1pp |
| Annual return | -7.96% | 12.49%-20.4pp | 119.20%-127.2pp | 7.63%-15.6pp |
| Employer contribution / active EE | $4,224 | $3,014+40.1% | $4,628-8.7% | $2,381+77.4% |
| Participant deferral / active EE | $9,587 | $5,240+83.0% | $6,426+49.2% | $3,470+176.3% |
| Admin fee / account holder | $4,691 | $5,519-15.0% | $9,284-49.5% | $4,887-4.0% |