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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $284,737 | $90,486+214.7% | $78,676+261.9% | $273,972+3.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.53% | 75.62%-67.1pp | 62.19%-53.7pp | 41.46%-32.9pp |
| Employer contribution / active EE | $8,742 | $3,175+175.3% | $2,850+206.7% | $4,869+79.6% |
| Participant deferral / active EE | $10,470 | $3,901+168.4% | $3,517+197.7% | $5,287+98.0% |
| Admin fee / account holder | $7,084 | $5,263+34.6% | $4,510+57.1% | $10,133-30.1% |