Filed September 16, 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 | $50,620 | $101,795-50.3% | $165,100-69.3% | $80,959-37.5% |
| Participation rate | 90.9% | 71.8%+19.1pp | 78.6%+12.3pp | 67.7%+23.2pp |
| Annual return | 13.50% | 16.73%-3.2pp | 70.21%-56.7pp | 35.67%-22.2pp |
| Employer contribution / active EE | $3,283 | $2,954+11.2% | $4,348-24.5% | $2,757+19.1% |
| Participant deferral / active EE | $6,349 | $4,476+41.8% | $6,035+5.2% | $4,300+47.6% |
| Admin fee / account holder | $1,202 | $8,221-85.4% | $12,696-90.5% | $6,925-82.6% |