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 | $77,667 | $73,978+5.0% | $96,515-19.5% | $75,173+3.3% |
| Participation rate | 80.0% | 66.4%+13.6pp | 74.3%+5.7pp | 67.2%+12.8pp |
| Annual return | 23.09% | 26.72%-3.6pp | 35.73%-12.6pp | 160.72%-137.6pp |
| Employer contribution / active EE | $5,245 | $2,931+79.0% | $3,740+40.3% | $2,671+96.4% |
| Participant deferral / active EE | $12,360 | $3,660+237.7% | $4,880+153.3% | $4,126+199.5% |
| Admin fee / account holder | $579 | $5,219-88.9% | $6,735-91.4% | $5,651-89.8% |