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 | $22,827 | $49,896-54.3% | $80,627-71.7% | $75,173-69.6% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 20.60% | 34.67%-14.1pp | 936.76%-916.2pp | 160.72%-140.1pp |
| Employer contribution / active EE | $1,780 | $1,699+4.8% | $2,723-34.6% | $2,671-33.4% |
| Participant deferral / active EE | $5,148 | $2,992+72.1% | $4,443+15.9% | $4,126+24.8% |
| Admin fee / account holder | $1,822 | $3,578-49.1% | $5,381-66.1% | $5,651-67.7% |