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 | $134,817-21.5% | $123,973-14.6% | $155,188-31.8% |
| Participation rate | 92.9% | 79.4%+13.5pp | 76.7%+16.2pp | 80.8%+12.1pp |
| Annual return | 15.96% | 515.49%-499.5pp | 388.13%-372.2pp | 148.84%-132.9pp |
| Employer contribution / active EE | $1,397 | $4,425-68.4% | $4,126-66.1% | $4,248-67.1% |
| Participant deferral / active EE | $5,284 | $5,706-7.4% | $5,247+0.7% | $6,531-19.1% |
| Admin fee / account holder | $17,019 | $13,245+28.5% | $11,799+44.2% | $14,480+17.5% |