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 | $81,233-61.3% | $155,567-79.8% | $80,874-61.2% |
| Participation rate | 98.6% | 66.2%+32.4pp | 78.2%+20.4pp | 67.6%+31.0pp |
| Annual return | 10.74% | 33.33%-22.6pp | 64.74%-54.0pp | 35.62%-24.9pp |
| Employer contribution / active EE | $6,066 | $3,101+95.6% | $4,674+29.8% | $2,756+120.1% |
| Participant deferral / active EE | $1,978 | $3,452-42.7% | $5,628-64.8% | $4,297-54.0% |
| Admin fee / account holder | $4,907 | $7,998-38.6% | $15,916-69.2% | $6,935-29.2% |