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 | $33,372 | $140,578-76.3% | $100,671-66.9% | $125,389-73.4% |
| Participation rate | 80.0% | 80.4%-0.4pp | 70.7%+9.3pp | 83.2%-3.2pp |
| Annual return | -1.45% | 24.67%-26.1pp | 20.43%-21.9pp | 282.24%-283.7pp |
| Employer contribution / active EE | $3,932 | $5,965-34.1% | $4,012-2.0% | $4,866-19.2% |
| Participant deferral / active EE | $6,144 | $3,981+54.3% | $3,144+95.4% | $5,352+14.8% |
| Admin fee / account holder | $2,984 | $6,716-55.6% | $4,850-38.5% | $9,541-68.7% |