Filed December 2, 2025 (most recent of 3 filings on file)
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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 | $162,113 | $150,447+7.8% | $136,298+18.9% | $147,586+9.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.83% | 1049.15%-1031.3pp | 5156.27%-5138.4pp | 578.59%-560.8pp |
| Employer contribution / active EE | $11,666 | $5,256+121.9% | $4,696+148.4% | $4,876+139.2% |
| Participant deferral / active EE | $12,970 | $6,631+95.6% | $6,247+107.6% | $5,439+138.5% |
| Admin fee / account holder | $12,905 | $10,906+18.3% | $9,244+39.6% | $10,886+18.5% |