Filed June 30, 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 | $18,739 | $85,169-78.0% | $172,755-89.2% | $72,983-74.3% |
| Participation rate | 83.3% | 70.1%+13.3pp | 82.6%+0.7pp | 69.5%+13.8pp |
| Annual return | 39.88% | 27.32%+12.6pp | 802.94%-763.1pp | 81.01%-41.1pp |
| Employer contribution / active EE | $1,260 | $3,324-62.1% | $5,144-75.5% | $2,440-48.3% |
| Participant deferral / active EE | $2,024 | $3,260-37.9% | $5,198-61.1% | $3,608-43.9% |
| Admin fee / account holder | $719 | $5,880-87.8% | $13,955-94.8% | $5,124-86.0% |