Filed April 28, 2026 (most recent of 11 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 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 | $32,631 | $176,688-81.5% | $130,660-75.0% | $152,885-78.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 19.87% | 2693.08%-2673.2pp | 1709.29%-1689.4pp | 345.39%-325.5pp |
| Employer contribution / active EE | $2,886 | $5,743-49.7% | $4,092-29.5% | $4,763-39.4% |
| Participant deferral / active EE | $3,064 | $4,362-29.8% | $3,603-15.0% | $5,851-47.6% |
| Admin fee / account holder | $332 | $7,131-95.3% | $5,463-93.9% | $11,598-97.1% |