Filed April 28, 2026 (most recent of 11 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 | $48,821 | $51,604-5.4% | $129,295-62.2% | $80,874-39.6% |
| Participation rate | 96.2% | 57.0%+39.2pp | 69.6%+26.5pp | 67.6%+28.5pp |
| Annual return | 19.23% | 20.76%-1.5pp | 9429.28%-9410.1pp | 35.62%-16.4pp |
| Employer contribution / active EE | $2,954 | $1,585+86.5% | $4,157-28.9% | $2,756+7.2% |
| Participant deferral / active EE | $3,330 | $2,670+24.7% | $4,169-20.1% | $4,297-22.5% |
| Admin fee / account holder | $2,839 | $4,310-34.1% | $7,665-63.0% | $6,935-59.1% |