Filed July 30, 2025 (most recent of 2 filings on file)
Total covered: 8 employees
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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 | $86,097 | $82,028+5.0% | $123,105-30.1% | $59,633+44.4% |
| Participation rate | 86.2% | 83.2%+3.0pp | 86.8%-0.6pp | 68.7%+17.5pp |
| Annual return | 1.83% | 5.12%-3.3pp | 13.22%-11.4pp | 2041.45%-2039.6pp |
| Employer contribution / active EE | $1,193 | $3,297-63.8% | $5,151-76.8% | $2,203-45.8% |
| Participant deferral / active EE | $2,578 | $4,667-44.8% | $6,229-58.6% | $3,192-19.2% |
| Admin fee / account holder | $1,577 | $5,879-73.2% | $9,014-82.5% | $4,297-63.3% |