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 | $29,667-0.9% | $56,441-47.9% | $80,874-63.7% |
| Participation rate | 96.9% | 41.7%+55.2pp | 52.5%+44.4pp | 67.6%+29.2pp |
| Annual return | 17.01% | 35.22%-18.2pp | 1704.21%-1687.2pp | 35.62%-18.6pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,600 | $1,227+111.9% | $1,953+33.1% | $4,297-39.5% |
| Admin fee / account holder | $2,439 | $2,429+0.4% | $2,829-13.8% | $6,935-64.8% |