Filed October 17, 2025
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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 | $197,882 | $156,398+26.5% | $147,318+34.3% | $138,895+42.5% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 79.9%+9.0pp |
| Annual return | 15.15% | 78.75%-63.6pp | 70.43%-55.3pp | 145.39%-130.2pp |
| Employer contribution / active EE | $11,080 | $4,853+128.3% | $4,593+141.2% | $4,194+164.2% |
| Participant deferral / active EE | $7,022 | $8,237-14.8% | $7,906-11.2% | $6,396+9.8% |
| Admin fee / account holder | $4,975 | $14,976-66.8% | $13,708-63.7% | $12,562-60.4% |