Filed August 14, 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 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 | $114,572 | $102,385+11.9% | $147,080-22.1% | $80,935+41.6% |
| Participation rate | 97.1% | 75.9%+21.2pp | 82.2%+14.9pp | 67.7%+29.4pp |
| Annual return | 16.17% | 135.09%-118.9pp | 420.17%-404.0pp | 35.66%-19.5pp |
| Employer contribution / active EE | $4,118 | $3,717+10.8% | $4,933-16.5% | $2,757+49.4% |
| Participant deferral / active EE | $7,189 | $6,651+8.1% | $8,066-10.9% | $4,299+67.2% |
| Admin fee / account holder | $2,932 | $7,951-63.1% | $12,989-77.4% | $6,924-57.7% |