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 | $114,119-7.2% | $107,187-1.2% | $138,895-23.8% |
| Participation rate | 92.9% | 78.1%+14.8pp | 75.0%+17.8pp | 79.9%+12.9pp |
| Annual return | 15.96% | 273.21%-257.2pp | 204.55%-188.6pp | 145.39%-129.4pp |
| Employer contribution / active EE | $1,397 | $4,059-65.6% | $3,782-63.1% | $4,194-66.7% |
| Participant deferral / active EE | $5,284 | $5,538-4.6% | $5,096+3.7% | $6,396-17.4% |
| Admin fee / account holder | $17,019 | $10,024+69.8% | $9,162+85.7% | $12,562+35.5% |