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 | $39,882 | $43,730-8.8% | $121,220-67.1% | $64,173-37.9% |
| Participation rate | 100.0% | 58.3%+41.7pp | 71.8%+28.2pp | 69.6%+30.4pp |
| Annual return | -7.31% | 68.94%-76.2pp | 16.94%-24.2pp | 7.63%-14.9pp |
| Employer contribution / active EE | $1,759 | $1,297+35.7% | $4,023-56.3% | $2,381-26.1% |
| Participant deferral / active EE | $3,443 | $2,281+50.9% | $3,345+2.9% | $3,470-0.8% |
| Admin fee / account holder | $1,055 | $3,502-69.9% | $5,021-79.0% | $4,887-78.4% |