Filed August 1, 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 | $162,050 | $56,197+188.4% | $67,652+139.5% | $59,633+171.7% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -0.45% | 18508.10%-18508.6pp | 6625.40%-6625.8pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $7,082 | $1,615+338.6% | $2,266+212.6% | $2,203+221.5% |
| Participant deferral / active EE | $3,898 | $2,844+37.1% | $3,560+9.5% | $3,192+22.1% |
| Admin fee / account holder | $3,252 | $3,958-17.8% | $4,821-32.5% | $4,297-24.3% |