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 | $87,242 | $87,834-0.7% | $133,975-34.9% | $62,881+38.7% |
| Participation rate | 92.1% | 83.4%+8.8pp | 87.1%+5.1pp | 69.3%+22.8pp |
| Annual return | 7.43% | 12.05%-4.6pp | 29.29%-21.9pp | 20.14%-12.7pp |
| Employer contribution / active EE | $1,242 | $3,482-64.3% | $5,211-76.2% | $2,281-45.6% |
| Participant deferral / active EE | $2,768 | $4,812-42.5% | $6,282-55.9% | $3,203-13.6% |
| Admin fee / account holder | $2,081 | $5,372-61.3% | $9,324-77.7% | $4,296-51.6% |