Filed July 22, 2026 (most recent of 3 filings on file)
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.
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 | $192,366 | $51,769+271.6% | $57,347+235.4% | $52,331+267.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 75.1%+24.9pp | 68.1%+31.9pp |
| Annual return | 1.79% | 2.43%-0.6pp | 24.40%-22.6pp | 4.54%-2.8pp |
| Employer contribution / active EE | $5,309 | $2,335+127.3% | $2,689+97.4% | $1,882+182.1% |
| Participant deferral / active EE | $6,885 | $2,794+146.4% | $3,162+117.7% | $3,022+127.8% |
| Admin fee / account holder | $11,708 | $295+3871.9% | $3,356+248.9% | $592+1879.1% |