Filed October 8, 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 | $70,146 | $81,487-13.9% | $102,412-31.5% | $80,935-13.3% |
| Participation rate | 73.0% | 66.8%+6.2pp | 74.5%-1.5pp | 67.7%+5.4pp |
| Annual return | 11.64% | 25.60%-14.0pp | 24.94%-13.3pp | 35.66%-24.0pp |
| Employer contribution / active EE | $2,437 | $3,103-21.5% | $3,870-37.0% | $2,757-11.6% |
| Participant deferral / active EE | $5,161 | $3,871+33.3% | $5,060+2.0% | $4,299+20.0% |
| Admin fee / account holder | $1,047 | $6,717-84.4% | $8,388-87.5% | $6,924-84.9% |