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 | $120,423 | $98,760+21.9% | $149,715-19.6% | $79,858+50.8% |
| Participation rate | 96.4% | 75.8%+20.6pp | 82.5%+14.0pp | 69.6%+26.8pp |
| Annual return | 16.39% | 27.43%-11.0pp | 276.66%-260.3pp | 31.72%-15.3pp |
| Employer contribution / active EE | $2,840 | $3,217-11.7% | $4,645-38.9% | $2,471+14.9% |
| Participant deferral / active EE | $6,422 | $5,681+13.0% | $6,842-6.1% | $3,740+71.7% |
| Admin fee / account holder | $8,102 | $6,053+33.8% | $9,310-13.0% | $5,306+52.7% |