Filed June 25, 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.)
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 | $98,298 | $156,398-37.1% | $147,318-33.3% | $138,895-29.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 11.74% | 78.75%-67.0pp | 70.43%-58.7pp | 145.39%-133.7pp |
| Employer contribution / active EE | $3,741 | $4,853-22.9% | $4,593-18.6% | $4,194-10.8% |
| Participant deferral / active EE | $12,482 | $8,237+51.5% | $7,906+57.9% | $6,396+95.1% |
| Admin fee / account holder | $2,455 | $14,976-83.6% | $13,708-82.1% | $12,562-80.5% |