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 | $51,642-5.5% | $129,384-62.3% | $80,935-39.7% |
| Participation rate | 96.2% | 56.9%+39.2pp | 69.6%+26.5pp | 67.7%+28.5pp |
| Annual return | 19.23% | 20.78%-1.6pp | 9461.77%-9442.5pp | 35.66%-16.4pp |
| Employer contribution / active EE | $2,954 | $1,583+86.6% | $4,153-28.9% | $2,757+7.2% |
| Participant deferral / active EE | $3,330 | $2,670+24.7% | $4,166-20.1% | $4,299-22.5% |
| Admin fee / account holder | $2,839 | $4,312-34.1% | $7,686-63.1% | $6,924-59.0% |