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 | $23,057 | $27,639-16.6% | $61,501-62.5% | $68,490-66.3% |
| Participation rate | 100.0% | 39.5%+60.5pp | 52.6%+47.4pp | 67.9%+32.1pp |
| Annual return | -19.81% | -13.19%-6.6pp | 339.04%-358.9pp | -7.85%-12.0pp |
| Employer contribution / active EE | $1,774 | $696+154.9% | $1,160+53.0% | $2,597-31.7% |
| Participant deferral / active EE | $1,941 | $1,264+53.6% | $2,125-8.6% | $4,028-51.8% |
| Admin fee / account holder | $2,273 | $2,012+12.9% | $2,132+6.6% | $5,403-57.9% |