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 | $46,007 | $78,670-41.5% | $109,173-57.9% | $85,847-46.4% |
| Participation rate | 84.4% | 68.3%+16.1pp | 75.9%+8.5pp | 69.3%+15.1pp |
| Annual return | 19.67% | 25.09%-5.4pp | 25.75%-6.1pp | 318.61%-298.9pp |
| Employer contribution / active EE | $3,616 | $2,734+32.3% | $3,723-2.9% | $2,565+41.0% |
| Participant deferral / active EE | $7,361 | $3,467+112.3% | $4,654+58.2% | $3,952+86.3% |
| Admin fee / account holder | $1,922 | $5,469-64.9% | $6,755-71.5% | $6,261-69.3% |