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 | $34,933 | $57,330-39.1% | $86,656-59.7% | $75,177-53.5% |
| Participation rate | 88.1% | 63.2%+24.9pp | 71.7%+16.4pp | 67.2%+20.9pp |
| Annual return | 76.24% | 2675.40%-2599.2pp | 593.09%-516.9pp | 160.75%-84.5pp |
| Employer contribution / active EE | $5,446 | $2,316+135.1% | $3,025+80.0% | $2,671+103.9% |
| Participant deferral / active EE | $8,431 | $3,320+153.9% | $4,439+89.9% | $4,126+104.3% |
| Admin fee / account holder | $1,144 | $4,115-72.2% | $5,619-79.6% | $5,651-79.8% |