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 | $61,125+30.0% | $94,057-15.5% | $87,485-9.2% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.3%+26.7pp | 68.9%+31.1pp |
| Annual return | 14.90% | 35.20%-20.3pp | 480.62%-465.7pp | 26.06%-11.2pp |
| Employer contribution / active EE | $7,857 | $2,136+267.7% | $2,933+167.9% | $2,596+202.6% |
| Participant deferral / active EE | $12,270 | $3,260+276.4% | $4,709+160.5% | $4,274+187.1% |
| Admin fee / account holder | $4,908 | $5,629-12.8% | $7,244-32.3% | $7,775-36.9% |