Filed April 30, 2026 (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 | $81,322 | $81,504-0.2% | $102,437-20.6% | $80,959+0.4% |
| Participation rate | 83.9% | 66.9%+17.0pp | 74.5%+9.4pp | 67.7%+16.2pp |
| Annual return | 15.78% | 25.60%-9.8pp | 24.95%-9.2pp | 35.67%-19.9pp |
| Employer contribution / active EE | $4,448 | $3,104+43.3% | $3,871+14.9% | $2,757+61.3% |
| Participant deferral / active EE | $10,494 | $3,871+171.1% | $5,060+107.4% | $4,300+144.0% |
| Admin fee / account holder | $9,344 | $6,719+39.1% | $8,388+11.4% | $6,925+34.9% |