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 | $75,941 | $85,766-11.5% | $136,298-44.3% | $70,126+8.3% |
| Participation rate | 98.6% | 74.2%+24.4pp | 81.9%+16.6pp | 69.5%+29.0pp |
| Annual return | 17.19% | 31.46%-14.3pp | 5156.27%-5139.1pp | 73.15%-56.0pp |
| Employer contribution / active EE | $2,838 | $2,966-4.3% | $4,696-39.6% | $2,343+21.2% |
| Participant deferral / active EE | $5,322 | $5,051+5.4% | $6,247-14.8% | $3,332+59.7% |
| Admin fee / account holder | $2,596 | $5,421-52.1% | $9,244-71.9% | $4,645-44.1% |