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 | $63,968 | $96,691-33.8% | $86,656-26.2% | $139,487-54.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 16.46% | 106.87%-90.4pp | 593.09%-576.6pp | 373.84%-357.4pp |
| Employer contribution / active EE | $3,434 | $3,267+5.1% | $3,025+13.5% | $4,755-27.8% |
| Participant deferral / active EE | $7,524 | $4,838+55.5% | $4,439+69.5% | $6,713+12.1% |
| Admin fee / account holder | $6,356 | $6,414-0.9% | $5,619+13.1% | $11,407-44.3% |