Filed January 8, 2026 (most recent of 3 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 | $86,497 | $51,638+67.5% | $129,406-33.2% | $80,959+6.8% |
| Participation rate | 100.0% | 56.9%+43.1pp | 69.6%+30.4pp | 67.7%+32.3pp |
| Annual return | 14.72% | 20.78%-6.1pp | 9468.18%-9453.5pp | 35.67%-21.0pp |
| Employer contribution / active EE | $5,239 | $1,584+230.8% | $4,155+26.1% | $2,757+90.0% |
| Participant deferral / active EE | $11,300 | $2,670+323.2% | $4,167+171.1% | $4,300+162.8% |
| Admin fee / account holder | $976 | $4,313-77.4% | $7,689-87.3% | $6,925-85.9% |