Filed October 22, 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 | $31,414 | $81,358-61.4% | $155,556-79.8% | $80,959-61.2% |
| Participation rate | 98.6% | 66.3%+32.3pp | 78.2%+20.4pp | 67.7%+30.9pp |
| Annual return | 10.74% | 33.39%-22.6pp | 64.84%-54.1pp | 35.67%-24.9pp |
| Employer contribution / active EE | $6,066 | $3,106+95.3% | $4,675+29.7% | $2,757+120.0% |
| Participant deferral / active EE | $1,978 | $3,455-42.7% | $5,631-64.9% | $4,300-54.0% |
| Admin fee / account holder | $4,907 | $7,994-38.6% | $15,885-69.1% | $6,925-29.1% |