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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $81,712 | $51,638+58.2% | $129,406-36.9% | $80,959+0.9% |
| Participation rate | 100.0% | 56.9%+43.1pp | 69.6%+30.4pp | 67.7%+32.3pp |
| Annual return | 10.44% | 20.78%-10.3pp | 9468.18%-9457.7pp | 35.67%-25.2pp |
| Employer contribution / active EE | $3,847 | $1,584+142.9% | $4,155-7.4% | $2,757+39.5% |
| Participant deferral / active EE | $7,918 | $2,670+196.6% | $4,167+90.0% | $4,300+84.1% |
| Admin fee / account holder | $1,619 | $4,313-62.5% | $7,689-78.9% | $6,925-76.6% |