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 | $23,856 | $114,093-79.1% | $96,171-75.2% | $167,536-85.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 17.60% | 190.00%-172.4pp | 192.04%-174.4pp | 478.82%-461.2pp |
| Employer contribution / active EE | $2,503 | $3,429-27.0% | $2,799-10.6% | $4,839-48.3% |
| Participant deferral / active EE | $5,660 | $5,197+8.9% | $4,350+30.1% | $6,342-10.8% |
| Admin fee / account holder | $1,320 | $6,899-80.9% | $5,538-76.2% | $12,315-89.3% |