Filed December 19, 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 | $54,103 | $54,541-0.8% | $78,778-31.3% | $70,126-22.8% |
| Participation rate | 95.3% | 60.8%+34.5pp | 69.2%+26.1pp | 69.5%+25.8pp |
| Annual return | 16.23% | 21.07%-4.8pp | 35.62%-19.4pp | 73.15%-56.9pp |
| Employer contribution / active EE | $1,409 | $1,089+29.5% | $1,986-29.0% | $2,343-39.8% |
| Participant deferral / active EE | $3,443 | $2,210+55.8% | $2,958+16.4% | $3,332+3.3% |
| Admin fee / account holder | $2,848 | $3,709-23.2% | $5,134-44.5% | $4,645-38.7% |