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 | $81,276-61.3% | $155,574-79.8% | $80,925-61.2% |
| Participation rate | 98.6% | 66.2%+32.4pp | 78.2%+20.4pp | 67.7%+31.0pp |
| Annual return | 10.74% | 33.36%-22.6pp | 64.87%-54.1pp | 35.65%-24.9pp |
| Employer contribution / active EE | $6,066 | $3,103+95.5% | $4,676+29.7% | $2,756+120.1% |
| Participant deferral / active EE | $1,978 | $3,453-42.7% | $5,629-64.9% | $4,299-54.0% |
| Admin fee / account holder | $4,907 | $7,993-38.6% | $15,914-69.2% | $6,940-29.3% |