Filed March 4, 2025 (most recent of 8 filings on file)
Total covered: 2 employees
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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 | $54,850 | $54,757+0.2% | $90,300-39.3% | $72,983-24.8% |
| Participation rate | 88.1% | 65.1%+23.0pp | 73.3%+14.8pp | 69.5%+18.6pp |
| Annual return | 23.57% | 30.63%-7.1pp | 78.11%-54.5pp | 81.01%-57.4pp |
| Employer contribution / active EE | $1,041 | $2,092-50.2% | $2,854-63.5% | $2,440-57.3% |
| Participant deferral / active EE | $4,540 | $2,887+57.3% | $3,884+16.9% | $3,608+25.8% |
| Admin fee / account holder | $1,547 | $3,972-61.1% | $5,353-71.1% | $5,124-69.8% |