Filed July 7, 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 | $48,459 | $55,453-12.6% | $170,444-71.6% | $62,293-22.2% |
| Participation rate | 93.1% | 66.4%+26.8pp | 83.6%+9.5pp | 69.5%+23.6pp |
| Annual return | 0.00% | 21.38%-21.4pp | 205.94%-205.9pp | 28.90%-28.9pp |
| Employer contribution / active EE | $2,714 | $2,164+25.4% | $5,433-50.0% | $2,042+32.9% |
| Participant deferral / active EE | $1,980 | $2,303-14.0% | $4,939-59.9% | $3,169-37.5% |
| Admin fee / account holder | $3,482 | $455+665.1% | $13,881-74.9% | $479+626.3% |