Filed December 2, 2025 (most recent of 4 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 | $80,951 | $52,353+54.6% | $120,225-32.7% | $82,448-1.8% |
| Participation rate | 92.3% | 58.3%+34.0pp | 69.6%+22.7pp | 68.1%+24.2pp |
| Annual return | 16.33% | 61.85%-45.5pp | 439.23%-422.9pp | 41.64%-25.3pp |
| Employer contribution / active EE | $2,651 | $1,510+75.5% | $3,475-23.7% | $2,551+3.9% |
| Participant deferral / active EE | $5,034 | $2,627+91.7% | $3,999+25.9% | $4,139+21.6% |
| Admin fee / account holder | $18,397 | $4,363+321.7% | $5,696+223.0% | $7,234+154.3% |