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 | $116,371 | $93,617+24.3% | $135,982-14.4% | $75,177+54.8% |
| Participation rate | 89.7% | 75.2%+14.5pp | 81.9%+7.7pp | 67.2%+22.5pp |
| Annual return | 36.37% | 30.89%+5.5pp | 68.32%-32.0pp | 160.75%-124.4pp |
| Employer contribution / active EE | $4,310 | $3,538+21.8% | $4,859-11.3% | $2,671+61.4% |
| Participant deferral / active EE | $7,350 | $6,406+14.7% | $7,760-5.3% | $4,126+78.1% |
| Admin fee / account holder | $3,652 | $6,980-47.7% | $10,767-66.1% | $5,651-35.4% |