Filed December 11, 2025 (most recent of 3 filings on file)
Total covered: 2 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 | $29,396 | $29,733-1.1% | $56,025-47.5% | $80,959-63.7% |
| Participation rate | 96.9% | 41.7%+55.2pp | 52.5%+44.4pp | 67.7%+29.2pp |
| Annual return | 17.01% | 35.28%-18.3pp | 1712.69%-1695.7pp | 35.67%-18.7pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,600 | $1,229+111.5% | $1,955+33.0% | $4,300-39.5% |
| Admin fee / account holder | $2,439 | $2,434+0.2% | $2,828-13.8% | $6,925-64.8% |