Filed April 6, 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $40,899 | $138,393-70.4% | $184,256-77.8% | $80,959-49.5% |
| Participation rate | 72.4% | 83.9%-11.5pp | 86.8%-14.4pp | 67.7%+4.7pp |
| Annual return | 15.29% | 20.01%-4.7pp | 28.85%-13.6pp | 35.67%-20.4pp |
| Employer contribution / active EE | $2,327 | $4,847-52.0% | $6,427-63.8% | $2,757-15.6% |
| Participant deferral / active EE | $3,659 | $7,076-48.3% | $9,133-59.9% | $4,300-14.9% |
| Admin fee / account holder | $4,370 | $10,489-58.3% | $13,899-68.6% | $6,925-36.9% |