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 | $21,553 | $32,037-32.7% | $69,182-68.8% | $62,881-65.7% |
| Participation rate | 100.0% | 43.4%+56.6pp | 55.1%+44.9pp | 69.3%+30.7pp |
| Annual return | 8.50% | 15.16%-6.7pp | -21.93%+30.4pp | 20.14%-11.6pp |
| Employer contribution / active EE | $1,452 | $679+113.7% | $1,206+20.3% | $2,281-36.4% |
| Participant deferral / active EE | $728 | $1,185-38.6% | $1,897-61.6% | $3,203-77.3% |
| Admin fee / account holder | $3,285 | $2,608+26.0% | $2,697+21.8% | $4,296-23.5% |