Filed September 29, 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 | $107,394 | $83,485+28.6% | $125,180-14.2% | $72,983+47.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 21.50% | 25.78%-4.3pp | 43.79%-22.3pp | 81.01%-59.5pp |
| Employer contribution / active EE | $5,385 | $2,346+129.6% | $3,866+39.3% | $2,440+120.7% |
| Participant deferral / active EE | $7,034 | $3,586+96.2% | $4,937+42.5% | $3,608+95.0% |
| Admin fee / account holder | $1,456 | $5,518-73.6% | $9,703-85.0% | $5,124-71.6% |