Filed October 10, 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 | $26,492 | $57,140-53.6% | $85,240-68.9% | $80,959-67.3% |
| Participation rate | 90.2% | 56.4%+33.8pp | 67.5%+22.7pp | 67.7%+22.6pp |
| Annual return | 14.03% | 21.71%-7.7pp | 66.75%-52.7pp | 35.67%-21.6pp |
| Employer contribution / active EE | $1,712 | $1,802-5.0% | $2,735-37.4% | $2,757-37.9% |
| Participant deferral / active EE | $4,470 | $3,115+43.5% | $4,527-1.3% | $4,300+4.0% |
| Admin fee / account holder | $1,438 | $4,992-71.2% | $6,165-76.7% | $6,925-79.2% |