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 | $46,689+6.8% | $117,498-57.5% | $68,495-27.2% |
| Participation rate | 100.0% | 56.8%+43.2pp | 70.6%+29.4pp | 67.9%+32.1pp |
| Annual return | -18.52% | -14.52%-4.0pp | 29.75%-48.3pp | -7.84%-10.7pp |
| Employer contribution / active EE | $4,472 | $1,505+197.1% | $4,178+7.0% | $2,596+72.2% |
| Participant deferral / active EE | $9,636 | $2,637+265.4% | $4,071+136.7% | $4,028+139.2% |
| Admin fee / account holder | $3,432 | $4,021-14.7% | $5,646-39.2% | $5,403-36.5% |