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 | $25,884 | $27,943-7.4% | $58,507-55.8% | $75,177-65.6% |
| Participation rate | 100.0% | 38.8%+61.2pp | 50.9%+49.1pp | 67.2%+32.8pp |
| Annual return | 19.16% | 44.22%-25.1pp | 4252.32%-4233.2pp | 160.75%-141.6pp |
| Employer contribution / active EE | $1,282 | $670+91.4% | $1,053+21.7% | $2,671-52.0% |
| Participant deferral / active EE | $2,618 | $1,202+117.8% | $1,922+36.2% | $4,126-36.6% |
| Admin fee / account holder | $4,968 | $1,727+187.7% | $2,486+99.8% | $5,651-12.1% |