Filed July 10, 2026 (most recent of 2 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 | $46,087 | $100,041-53.9% | $149,718-69.2% | $70,131-34.3% |
| Participation rate | 81.1% | 83.6%-2.5pp | 87.1%-5.9pp | 69.5%+11.6pp |
| Annual return | 18.65% | 27.43%-8.8pp | 1501.70%-1483.1pp | 73.14%-54.5pp |
| Employer contribution / active EE | $1,854 | $3,662-49.4% | $5,444-65.9% | $2,342-20.8% |
| Participant deferral / active EE | $2,527 | $4,983-49.3% | $6,568-61.5% | $3,332-24.2% |
| Admin fee / account holder | $334 | $8,286-96.0% | $11,283-97.0% | $4,645-92.8% |