Filed March 21, 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 | $111,386 | $112,131-0.7% | $95,964+16.1% | $158,982-29.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 12.59% | 171.19%-158.6pp | 91.64%-79.1pp | 302.99%-290.4pp |
| Employer contribution / active EE | $8,502 | $3,199+165.7% | $2,541+234.5% | $4,763+78.5% |
| Participant deferral / active EE | $6,769 | $4,784+41.5% | $4,167+62.5% | $5,983+13.1% |
| Admin fee / account holder | $9,399 | $10,136-7.3% | $6,797+38.3% | $11,252-16.5% |