Filed December 23, 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 | $105,891 | $111,535-5.1% | $105,223+0.6% | $137,256-22.9% |
| Participation rate | 92.9% | 78.1%+14.8pp | 75.0%+17.8pp | 80.0%+12.9pp |
| Annual return | 15.96% | 237.85%-221.9pp | 180.65%-164.7pp | 220.34%-204.4pp |
| Employer contribution / active EE | $1,397 | $3,939-64.5% | $3,689-62.1% | $4,156-66.4% |
| Participant deferral / active EE | $5,284 | $5,500-3.9% | $5,072+4.2% | $6,407-17.5% |
| Admin fee / account holder | $17,019 | $9,721+75.1% | $8,859+92.1% | $12,270+38.7% |