Filed April 30, 2026 (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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,040 | $81,457-77.9% | $103,378-82.5% | $80,911-77.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 7.78% | 25.58%-17.8pp | 24.91%-17.1pp | 35.63%-27.8pp |
| Employer contribution / active EE | $7,464 | $3,107+140.2% | $3,870+92.9% | $2,756+170.9% |
| Participant deferral / active EE | $4,004 | $3,871+3.4% | $5,058-20.8% | $4,297-6.8% |
| Admin fee / account holder | $368 | $6,717-94.5% | $8,401-95.6% | $6,935-94.7% |