Filed August 14, 2025 (most recent of 2 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 | $124,187 | $106,749+16.3% | $145,433-14.6% | $82,448+50.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 19.79% | 27.59%-7.8pp | 66.58%-46.8pp | 41.64%-21.8pp |
| Employer contribution / active EE | $6,644 | $3,444+92.9% | $4,554+45.9% | $2,551+160.5% |
| Participant deferral / active EE | $6,401 | $6,519-1.8% | $7,897-19.0% | $4,139+54.6% |
| Admin fee / account holder | $1,276 | $8,390-84.8% | $13,129-90.3% | $7,234-82.4% |