Filed August 11, 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 | $61,505 | $76,551-19.7% | $123,894-50.4% | $62,881-2.2% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 14.82% | 18.68%-3.9pp | 47.52%-32.7pp | 20.14%-5.3pp |
| Employer contribution / active EE | $2,374 | $2,882-17.6% | $4,617-48.6% | $2,281+4.1% |
| Participant deferral / active EE | $4,114 | $4,840-15.0% | $5,984-31.2% | $3,203+28.5% |
| Admin fee / account holder | $1,508 | $4,826-68.7% | $8,357-82.0% | $4,296-64.9% |