Filed October 16, 2025 (most recent of 4 filings on file)
Total covered: 2 employees
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $25,172 | $65,712-61.7% | $57,196-56.0% | $273,972-90.8% |
| Participation rate | 66.7% | 78.3%-11.7pp | 75.3%-8.7pp | 83.0%-16.3pp |
| Annual return | 1.66% | 22.01%-20.3pp | 14.59%-12.9pp | 41.46%-39.8pp |
| Employer contribution / active EE | $1,120 | $3,280-65.8% | $2,683-58.2% | $4,869-77.0% |
| Participant deferral / active EE | $3,589 | $3,782-5.1% | $3,096+15.9% | $5,287-32.1% |
| Admin fee / account holder | $11,148 | $4,838+130.5% | $3,141+255.0% | $10,133+10.0% |