Filed February 2, 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 | $62,521 | $142,972-56.3% | $214,702-70.9% | $86,983-28.1% |
| Participation rate | 70.8% | 84.9%-14.1pp | 87.5%-16.7pp | 69.5%+1.2pp |
| Annual return | 15.05% | 18.49%-3.4pp | 54.55%-39.5pp | 25.83%-10.8pp |
| Employer contribution / active EE | $3,045 | $4,635-34.3% | $6,461-52.9% | $2,584+17.8% |
| Participant deferral / active EE | $4,366 | $6,568-33.5% | $9,147-52.3% | $4,194+4.1% |
| Admin fee / account holder | $4,490 | $17,617-74.5% | $19,830-77.4% | $7,856-42.8% |