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 | $53,867 | $58,275-7.6% | $81,844-34.2% | $80,935-33.4% |
| Participation rate | 81.3% | 63.5%+17.9pp | 72.4%+9.0pp | 67.7%+13.7pp |
| Annual return | 29.37% | 41.82%-12.4pp | 778.87%-749.5pp | 35.66%-6.3pp |
| Employer contribution / active EE | $6,093 | $2,346+159.7% | $2,916+108.9% | $2,757+121.0% |
| Participant deferral / active EE | $9,212 | $3,285+180.4% | $4,323+113.1% | $4,299+114.3% |
| Admin fee / account holder | $2,582 | $4,749-45.6% | $7,355-64.9% | $6,924-62.7% |