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 | $51,638+53.9% | $68,368+16.2% | $82,448-3.6% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 14.90% | 37.53%-22.6pp | 292.57%-277.7pp | 41.64%-26.7pp |
| Employer contribution / active EE | $7,857 | $2,047+283.9% | $2,649+196.6% | $2,551+208.0% |
| Participant deferral / active EE | $12,270 | $2,914+321.2% | $4,123+197.6% | $4,139+196.4% |
| Admin fee / account holder | $4,908 | $4,643+5.7% | $5,150-4.7% | $7,234-32.2% |