Filed December 3, 2025
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $27,306 | $185,883-85.3% | $170,043-83.9% | $139,466-80.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 7.62% | 60.54%-52.9pp | 53.40%-45.8pp | 373.66%-366.0pp |
| Employer contribution / active EE | $7,390 | $7,596-2.7% | $6,790+8.8% | $4,754+55.5% |
| Participant deferral / active EE | $5,143 | $11,626-55.8% | $10,410-50.6% | $6,712-23.4% |
| Admin fee / account holder | $368 | $15,393-97.6% | $12,824-97.1% | $11,409-96.8% |