Filed October 20, 2025 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $85,703 | $110,410-22.4% | $102,437-16.3% | $145,897-41.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.70% | 24.85%-10.2pp | 24.95%-10.2pp | 552.29%-537.6pp |
| Employer contribution / active EE | $11,661 | $4,217+176.5% | $3,871+201.3% | $4,663+150.1% |
| Participant deferral / active EE | $10,332 | $5,622+83.8% | $5,060+104.2% | $6,689+54.5% |
| Admin fee / account holder | $1,110 | $9,745-88.6% | $8,388-86.8% | $13,390-91.7% |