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 | $99,951 | $89,364+11.8% | $141,177-29.2% | $72,983+37.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 22.01% | 111.86%-89.8pp | 71.40%-49.4pp | 81.01%-59.0pp |
| Employer contribution / active EE | $3,130 | $3,115+0.5% | $4,736-33.9% | $2,440+28.3% |
| Participant deferral / active EE | $6,295 | $5,419+16.2% | $6,710-6.2% | $3,608+74.5% |
| Admin fee / account holder | $3,696 | $5,959-38.0% | $10,263-64.0% | $5,124-27.9% |