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 | $46,592 | $48,570-4.1% | $130,660-64.3% | $72,975-36.2% |
| Participation rate | 100.0% | 58.6%+41.4pp | 71.7%+28.3pp | 69.5%+30.5pp |
| Annual return | 17.61% | 38.63%-21.0pp | 1709.29%-1691.7pp | 81.01%-63.4pp |
| Employer contribution / active EE | $1,797 | $1,334+34.7% | $4,092-56.1% | $2,440-26.3% |
| Participant deferral / active EE | $3,797 | $2,384+59.3% | $3,603+5.4% | $3,608+5.3% |
| Admin fee / account holder | $11,312 | $3,549+218.7% | $5,463+107.1% | $5,124+120.8% |