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 | $55,223 | $125,797-56.1% | $170,028-67.5% | $75,181-26.5% |
| Participation rate | 91.5% | 83.6%+7.9pp | 87.0%+4.5pp | 67.2%+24.4pp |
| Annual return | 20.65% | 27.20%-6.6pp | 53.39%-32.7pp | 160.69%-140.0pp |
| Employer contribution / active EE | $2,275 | $4,616-50.7% | $6,788-66.5% | $2,671-14.8% |
| Participant deferral / active EE | $3,672 | $6,838-46.3% | $10,409-64.7% | $4,126-11.0% |
| Admin fee / account holder | $3,415 | $8,177-58.2% | $12,820-73.4% | $5,650-39.6% |