Filed June 10, 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 | $130,666 | $111,814+16.9% | $103,378+26.4% | $145,978-10.5% |
| Participation rate | 94.7% | 77.9%+16.8pp | 74.5%+20.2pp | 80.3%+14.4pp |
| Annual return | 21.45% | 24.80%-3.4pp | 24.91%-3.5pp | 550.52%-529.1pp |
| Employer contribution / active EE | $10,379 | $4,215+146.2% | $3,870+168.2% | $4,662+122.6% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,690-100.0% |
| Admin fee / account holder | $4,607 | $9,764-52.8% | $8,401-45.2% | $13,400-65.6% |