Filed December 11, 2025 (most recent of 3 filings on file)
Total covered: 2 employees
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,753 | $34,316-19.1% | $74,723-62.9% | $72,976-62.0% |
| Participation rate | 93.1% | 42.4%+50.7pp | 54.5%+38.6pp | 69.5%+23.6pp |
| Annual return | 24.45% | 26.58%-2.1pp | 753.18%-728.7pp | 81.02%-56.6pp |
| Employer contribution / active EE | $1,365 | $692+97.4% | $1,084+25.9% | $2,440-44.0% |
| Participant deferral / active EE | $1,247 | $1,272-2.0% | $1,962-36.5% | $3,608-65.4% |
| Admin fee / account holder | $2,740 | $2,125+28.9% | $3,335-17.8% | $5,124-46.5% |