Filed July 22, 2026 (most recent of 3 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 | $200,070 | $52,467+281.3% | $57,181+249.9% | $55,167+262.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 75.3%+24.7pp | 69.0%+31.0pp |
| Annual return | 6.47% | 7.72%-1.2pp | 14.59%-8.1pp | 169.23%-162.8pp |
| Employer contribution / active EE | $5,656 | $2,477+128.3% | $2,682+110.9% | $1,963+188.2% |
| Participant deferral / active EE | $6,974 | $2,830+146.4% | $3,096+125.3% | $3,054+128.3% |
| Admin fee / account holder | $11,865 | $269+4309.5% | $3,139+277.9% | $504+2254.5% |