Filed September 18, 2025
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,111 | $101,653-40.9% | $147,080-59.1% | $74,459-19.3% |
| Participation rate | 95.3% | 75.6%+19.7pp | 82.2%+13.1pp | 67.2%+28.1pp |
| Annual return | 27.49% | 8754.98%-8727.5pp | 420.17%-392.7pp | 1369.70%-1342.2pp |
| Employer contribution / active EE | $10,968 | $3,813+187.6% | $4,933+122.3% | $2,626+317.7% |
| Participant deferral / active EE | $13,295 | $7,304+82.0% | $8,066+64.8% | $4,350+205.6% |
| Admin fee / account holder | $3,863 | $1,752+120.6% | $12,989-70.3% | $1,945+98.7% |