Filed December 8, 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 | $76,377 | $88,710-13.9% | $81,783-6.6% | $145,959-47.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.53% | 1027.26%-1013.7pp | 775.05%-761.5pp | 561.95%-548.4pp |
| Employer contribution / active EE | $4,153 | $3,083+34.7% | $2,913+42.6% | $4,661-10.9% |
| Participant deferral / active EE | $12,168 | $4,645+162.0% | $4,320+181.6% | $6,689+81.9% |
| Admin fee / account holder | $4,689 | $8,407-44.2% | $7,380-36.5% | $13,398-65.0% |