Filed October 28, 2025
Total covered: 14 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 | $52,150 | $181,896-71.3% | $156,551-66.7% | $273,972-81.0% |
| Participation rate | 78.9% | 88.4%-9.4pp | 84.0%-5.1pp | 83.0%-4.1pp |
| Annual return | 8.13% | 30.74%-22.6pp | 32.23%-24.1pp | 41.46%-33.3pp |
| Employer contribution / active EE | $1,569 | $6,248-74.9% | $5,501-71.5% | $4,869-67.8% |
| Participant deferral / active EE | $5,310 | $5,550-4.3% | $4,871+9.0% | $5,287+0.4% |
| Admin fee / account holder | $651 | $15,560-95.8% | $13,028-95.0% | $10,133-93.6% |