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 | $88,702-13.9% | $81,780-6.6% | $145,978-47.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.53% | 1029.12%-1015.6pp | 776.27%-762.7pp | 550.52%-537.0pp |
| Employer contribution / active EE | $4,153 | $3,084+34.6% | $2,914+42.5% | $4,662-10.9% |
| Participant deferral / active EE | $12,168 | $4,645+161.9% | $4,321+181.6% | $6,690+81.9% |
| Admin fee / account holder | $4,689 | $8,414-44.3% | $7,384-36.5% | $13,400-65.0% |