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 | $88,815-14.0% | $81,882-6.7% | $145,897-47.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.53% | 1033.75%-1020.2pp | 779.47%-765.9pp | 552.29%-538.8pp |
| Employer contribution / active EE | $4,153 | $3,086+34.6% | $2,916+42.4% | $4,663-10.9% |
| Participant deferral / active EE | $12,168 | $4,647+161.8% | $4,323+181.5% | $6,689+81.9% |
| Admin fee / account holder | $4,689 | $8,434-44.4% | $7,360-36.3% | $13,390-65.0% |