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 | $64,349 | $138,366-53.5% | $184,185-65.1% | $80,911-20.5% |
| Participation rate | 94.5% | 83.9%+10.6pp | 86.8%+7.7pp | 67.6%+26.9pp |
| Annual return | 19.72% | 20.02%-0.3pp | 28.81%-9.1pp | 35.63%-15.9pp |
| Employer contribution / active EE | $2,482 | $4,849-48.8% | $6,426-61.4% | $2,756-9.9% |
| Participant deferral / active EE | $4,205 | $7,074-40.6% | $9,132-54.0% | $4,297-2.1% |
| Admin fee / account holder | $2,759 | $10,484-73.7% | $13,909-80.2% | $6,935-60.2% |