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 | $65,183 | $46,697+39.6% | $117,533-44.5% | $68,486-4.8% |
| Participation rate | 93.1% | 56.8%+36.3pp | 70.6%+22.5pp | 67.9%+25.2pp |
| Annual return | -0.03% | -14.52%+14.5pp | 29.77%-29.8pp | -7.85%+7.8pp |
| Employer contribution / active EE | $5,208 | $1,506+245.9% | $4,179+24.6% | $2,597+100.6% |
| Participant deferral / active EE | $8,852 | $2,637+235.6% | $4,072+117.4% | $4,028+119.8% |
| Admin fee / account holder | $2,987 | $4,023-25.7% | $5,647-47.1% | $5,404-44.7% |