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 | $78,524 | $209,425-62.5% | $178,499-56.0% | $158,966-50.6% |
| Participation rate | 75.0% | 86.4%-11.4pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 19.67% | 188.80%-169.1pp | 151.10%-131.4pp | 302.95%-283.3pp |
| Employer contribution / active EE | $1,664 | $5,707-70.8% | $5,011-66.8% | $4,762-65.1% |
| Participant deferral / active EE | $5,255 | $5,955-11.8% | $5,202+1.0% | $5,983-12.2% |
| Admin fee / account holder | $2,856 | $17,078-83.3% | $13,986-79.6% | $11,250-74.6% |