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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,437 | $65,083-80.9% | $143,788-91.4% | $66,930-81.4% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -16.55% | -11.13%-5.4pp | -0.03%-16.5pp | 1.57%-18.1pp |
| Employer contribution / active EE | $1,174 | $2,361-50.3% | $4,952-76.3% | $2,545-53.9% |
| Participant deferral / active EE | $1,705 | $2,920-41.6% | $5,638-69.8% | $4,238-59.8% |
| Admin fee / account holder | $2,481 | $502+393.9% | $14,675-83.1% | $593+318.1% |