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 | $103,386 | $176,120-41.3% | $159,487-35.2% | $167,553-38.3% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.95% | 331.95%-316.0pp | 263.71%-247.8pp | 478.89%-462.9pp |
| Employer contribution / active EE | $5,429 | $5,299+2.4% | $4,831+12.4% | $4,840+12.2% |
| Participant deferral / active EE | $6,665 | $7,752-14.0% | $7,354-9.4% | $6,343+5.1% |
| Admin fee / account holder | $4,095 | $12,561-67.4% | $10,804-62.1% | $12,316-66.7% |