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 | $59,894 | $106,008-43.5% | $92,240-35.1% | $147,586-59.4% |
| Participation rate | 93.8% | 80.4%+13.3pp | 76.5%+17.3pp | 82.8%+10.9pp |
| Annual return | 14.55% | 50.05%-35.5pp | 176.29%-161.7pp | 578.59%-564.0pp |
| Employer contribution / active EE | $914 | $4,333-78.9% | $3,680-75.1% | $4,876-81.2% |
| Participant deferral / active EE | $3,264 | $4,478-27.1% | $3,897-16.2% | $5,439-40.0% |
| Admin fee / account holder | $4,520 | $6,333-28.6% | $5,194-13.0% | $10,886-58.5% |