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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,044 | $104,479-35.8% | $159,474-58.0% | $79,391-15.6% |
| Participation rate | 97.4% | 76.6%+20.8pp | 82.8%+14.6pp | 70.7%+26.7pp |
| Annual return | 27.71% | 67.98%-40.3pp | 263.68%-236.0pp | 116.88%-89.2pp |
| Employer contribution / active EE | $4,579 | $3,417+34.0% | $4,831-5.2% | $2,428+88.6% |
| Participant deferral / active EE | $14,991 | $6,468+131.8% | $7,353+103.9% | $4,046+270.5% |
| Admin fee / account holder | $6,381 | $711+797.0% | $10,802-40.9% | $627+918.5% |