Filed December 9, 2025
Total covered: 5 employees
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $27,390 | $155,840-82.4% | $124,694-78.0% | $167,553-83.7% |
| Participation rate | 95.2% | 81.1%+14.1pp | 74.6%+20.6pp | 82.1%+13.1pp |
| Annual return | 11.39% | 17.98%-6.6pp | 5144.82%-5133.4pp | 478.89%-467.5pp |
| Employer contribution / active EE | $1,340 | $4,165-67.8% | $3,325-59.7% | $4,840-72.3% |
| Participant deferral / active EE | $689 | $5,675-87.9% | $4,615-85.1% | $6,343-89.1% |
| Admin fee / account holder | $305 | $9,536-96.8% | $7,495-95.9% | $12,316-97.5% |