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 | $49,881 | $46,697+6.8% | $117,533-57.6% | $68,486-27.2% |
| Participation rate | 100.0% | 56.8%+43.2pp | 70.6%+29.4pp | 67.9%+32.1pp |
| Annual return | -18.52% | -14.52%-4.0pp | 29.77%-48.3pp | -7.85%-10.7pp |
| Employer contribution / active EE | $4,472 | $1,506+197.0% | $4,179+7.0% | $2,597+72.2% |
| Participant deferral / active EE | $9,636 | $2,637+265.3% | $4,072+136.6% | $4,028+139.2% |
| Admin fee / account holder | $3,432 | $4,023-14.7% | $5,647-39.2% | $5,404-36.5% |