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 | $42,920 | $89,370-52.0% | $141,197-69.6% | $72,976-41.2% |
| Participation rate | 88.6% | 75.1%+13.4pp | 82.5%+6.1pp | 69.5%+19.1pp |
| Annual return | 50.15% | 111.88%-61.7pp | 71.41%-21.3pp | 81.02%-30.9pp |
| Employer contribution / active EE | $1,310 | $3,115-58.0% | $4,736-72.3% | $2,440-46.3% |
| Participant deferral / active EE | $13,749 | $5,419+153.7% | $6,710+104.9% | $3,608+281.1% |
| Admin fee / account holder | $807 | $5,957-86.5% | $10,265-92.1% | $5,124-84.2% |