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 | $59,264 | $108,825-45.5% | $156,181-62.1% | $82,448-28.1% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 28.15% | 20.59%+7.6pp | 64.87%-36.7pp | 41.64%-13.5pp |
| Employer contribution / active EE | $3,441 | $2,870+19.9% | $4,294-19.9% | $2,551+34.9% |
| Participant deferral / active EE | $6,180 | $4,577+35.0% | $6,132+0.8% | $4,139+49.3% |
| Admin fee / account holder | $341 | $9,341-96.3% | $14,586-97.7% | $7,234-95.3% |