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 | $43,947 | $176,688-75.1% | $130,660-66.4% | $152,897-71.3% |
| Participation rate | 94.1% | 79.0%+15.1pp | 71.7%+22.4pp | 82.5%+11.7pp |
| Annual return | 23.49% | 2693.08%-2669.6pp | 1709.29%-1685.8pp | 345.43%-321.9pp |
| Employer contribution / active EE | $2,595 | $5,743-54.8% | $4,092-36.6% | $4,764-45.5% |
| Participant deferral / active EE | $4,339 | $4,362-0.5% | $3,603+20.4% | $5,851-25.8% |
| Admin fee / account holder | $2,644 | $7,131-62.9% | $5,463-51.6% | $11,599-77.2% |