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 | $33,835 | $110,551-69.4% | $80,741-58.1% | $167,536-79.8% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 12.69% | 120.57%-107.9pp | 87.30%-74.6pp | 478.82%-466.1pp |
| Employer contribution / active EE | $1,724 | $1,543+11.8% | $1,160+48.6% | $4,839-64.4% |
| Participant deferral / active EE | $1,769 | $2,870-38.4% | $2,145-17.5% | $6,342-72.1% |
| Admin fee / account holder | $2,733 | $4,547-39.9% | $3,380-19.2% | $12,315-77.8% |