Filed August 18, 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.)
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 | $67,849 | $108,825-37.7% | $156,181-56.6% | $82,448-17.7% |
| Participation rate | 86.8% | 72.4%+14.4pp | 78.8%+8.0pp | 68.1%+18.7pp |
| Annual return | 15.59% | 20.59%-5.0pp | 64.87%-49.3pp | 41.64%-26.1pp |
| Employer contribution / active EE | $5,981 | $2,870+108.4% | $4,294+39.3% | $2,551+134.5% |
| Participant deferral / active EE | $5,312 | $4,577+16.1% | $6,132-13.4% | $4,139+28.3% |
| Admin fee / account holder | $4,872 | $9,341-47.8% | $14,586-66.6% | $7,234-32.7% |