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 | $56,431+43.5% | $130,788-38.1% | $87,485-7.5% |
| Participation rate | 92.3% | 58.9%+33.4pp | 70.1%+22.2pp | 68.9%+23.4pp |
| Annual return | 16.33% | 91.27%-74.9pp | 386.44%-370.1pp | 26.06%-9.7pp |
| Employer contribution / active EE | $2,651 | $1,549+71.1% | $3,558-25.5% | $2,596+2.1% |
| Participant deferral / active EE | $5,034 | $2,749+83.1% | $4,137+21.7% | $4,274+17.8% |
| Admin fee / account holder | $18,397 | $4,433+315.0% | $6,673+175.7% | $7,775+136.6% |