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 | $189,990 | $102,978+84.5% | $90,287+110.4% | $152,870+24.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 26.06% | 95.17%-69.1pp | 78.10%-52.0pp | 345.34%-319.3pp |
| Employer contribution / active EE | $8,377 | $3,139+166.9% | $2,855+193.5% | $4,763+75.9% |
| Participant deferral / active EE | $9,085 | $4,281+112.2% | $3,885+133.9% | $5,850+55.3% |
| Admin fee / account holder | $926 | $6,171-85.0% | $5,351-82.7% | $11,597-92.0% |