Filed December 22, 2025 (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 | $79,456 | $69,590+14.2% | $136,867-41.9% | $94,015-15.5% |
| Participation rate | 100.0% | 66.3%+33.7pp | 74.5%+25.5pp | 70.8%+29.2pp |
| Annual return | 14.90% | 19.62%-4.7pp | 42.97%-28.1pp | 17.84%-2.9pp |
| Employer contribution / active EE | $7,857 | $2,396+227.8% | $3,547+121.5% | $2,790+181.6% |
| Participant deferral / active EE | $12,270 | $3,437+257.0% | $4,924+149.2% | $4,249+188.7% |
| Admin fee / account holder | $4,908 | $8,912-44.9% | $10,340-52.5% | $8,951-45.2% |