Filed June 8, 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 | $36,689 | $77,817-52.9% | $123,553-70.3% | $64,173-42.8% |
| Participation rate | 78.0% | 74.7%+3.3pp | 82.3%-4.3pp | 69.6%+8.4pp |
| Annual return | 32.37% | 12.49%+19.9pp | 119.21%-86.8pp | 7.63%+24.7pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $10,381 | $5,240+98.1% | $6,426+61.6% | $3,470+199.2% |
| Admin fee / account holder | $5,999 | $5,519+8.7% | $9,284-35.4% | $4,887+22.7% |