Filed May 4, 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.)
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 | $73,456 | $53,774+36.6% | $134,162-45.2% | $79,856-8.0% |
| Participation rate | 95.0% | 58.8%+36.2pp | 72.2%+22.8pp | 69.6%+25.4pp |
| Annual return | 13.56% | 19.01%-5.4pp | 36.35%-22.8pp | 31.71%-18.1pp |
| Employer contribution / active EE | $4,840 | $1,322+266.3% | $3,705+30.6% | $2,471+95.9% |
| Participant deferral / active EE | $5,243 | $2,420+116.7% | $3,500+49.8% | $3,741+40.2% |
| Admin fee / account holder | $14,136 | $3,985+254.8% | $6,685+111.4% | $5,306+166.4% |