Filed December 1, 2025 (most recent of 2 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 4-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 | $14,819 | $77,901-81.0% | $149,717-90.1% | $75,181-80.3% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 19.56% | 31.73%-12.2pp | 134.41%-114.8pp | 160.69%-141.1pp |
| Employer contribution / active EE | $1,534 | $3,137-51.1% | $4,820-68.2% | $2,671-42.6% |
| Participant deferral / active EE | $4,342 | $3,411+27.3% | $5,682-23.6% | $4,126+5.3% |
| Admin fee / account holder | $465 | $5,949-92.2% | $13,213-96.5% | $5,650-91.8% |