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 | $202,564 | $109,905+84.3% | $98,506+105.6% | $167,553+20.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 15.02% | 1960.20%-1945.2pp | 1494.92%-1479.9pp | 478.89%-463.9pp |
| Employer contribution / active EE | $9,047 | $3,226+180.4% | $2,961+205.5% | $4,840+86.9% |
| Participant deferral / active EE | $9,712 | $4,674+107.8% | $4,277+127.1% | $6,343+53.1% |
| Admin fee / account holder | $2,012 | $6,760-70.2% | $5,955-66.2% | $12,316-83.7% |