Filed December 31, 2025 (most recent of 2 filings on file)
Total covered: 8 employees
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $164,100 | $209,336-21.6% | $197,124-16.8% | $137,256+19.6% |
| Participation rate | 85.7% | 87.3%-1.6pp | 86.7%-1.0pp | 80.0%+5.8pp |
| Annual return | 11.45% | 48.09%-36.6pp | 44.34%-32.9pp | 220.34%-208.9pp |
| Employer contribution / active EE | $12,759 | $6,591+93.6% | $6,227+104.9% | $4,156+207.0% |
| Participant deferral / active EE | $15,734 | $9,614+63.7% | $9,135+72.3% | $6,407+145.6% |
| Admin fee / account holder | $14,584 | $17,308-15.7% | $16,298-10.5% | $12,270+18.9% |