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.)
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 | $112,914 | $209,874-46.2% | $189,537-40.4% | $167,536-32.6% |
| Participation rate | 77.8% | 88.7%-10.9pp | 87.8%-10.0pp | 82.1%-4.3pp |
| Annual return | 13.13% | 748.61%-735.5pp | 555.34%-542.2pp | 478.82%-465.7pp |
| Employer contribution / active EE | $6,282 | $6,913-9.1% | $6,161+2.0% | $4,839+29.8% |
| Participant deferral / active EE | $8,737 | $8,934-2.2% | $8,220+6.3% | $6,342+37.8% |
| Admin fee / account holder | $1,015 | $14,299-92.9% | $12,048-91.6% | $12,315-91.8% |