Filed April 15, 2025 (most recent of 8 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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $265,933 | $80,812+229.1% | $160,784+65.4% | $82,448+222.5% |
| Participation rate | 88.9% | 66.2%+22.7pp | 77.0%+11.9pp | 68.1%+20.8pp |
| Annual return | 14.19% | 100.59%-86.4pp | 1803.92%-1789.7pp | 41.64%-27.5pp |
| Employer contribution / active EE | $11,457 | $2,174+427.0% | $3,733+206.9% | $2,551+349.1% |
| Participant deferral / active EE | $8,764 | $4,335+102.2% | $6,293+39.3% | $4,139+111.7% |
| Admin fee / account holder | $8,152 | $7,695+5.9% | $9,717-16.1% | $7,234+12.7% |