Filed August 14, 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 | $147,096 | $88,754+65.7% | $81,820+79.8% | $145,877+0.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.87% | 1031.77%-1016.9pp | 777.93%-763.1pp | 551.28%-536.4pp |
| Employer contribution / active EE | $9,260 | $3,085+200.1% | $2,915+217.7% | $4,663+98.6% |
| Participant deferral / active EE | $12,538 | $4,648+169.8% | $4,323+190.1% | $6,691+87.4% |
| Admin fee / account holder | $580 | $8,424-93.1% | $7,391-92.2% | $13,402-95.7% |