Filed March 23, 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 | $105,987 | $76,551+38.5% | $123,894-14.5% | $62,881+68.6% |
| Participation rate | 93.8% | 73.0%+20.8pp | 81.4%+12.3pp | 69.3%+24.4pp |
| Annual return | 11.49% | 18.68%-7.2pp | 47.52%-36.0pp | 20.14%-8.7pp |
| Employer contribution / active EE | $2,288 | $2,882-20.6% | $4,617-50.5% | $2,281+0.3% |
| Participant deferral / active EE | $5,080 | $4,840+5.0% | $5,984-15.1% | $3,203+58.6% |
| Admin fee / account holder | $1,300 | $4,826-73.1% | $8,357-84.4% | $4,296-69.7% |