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 | $114,351 | $52,279+118.7% | $89,414+27.9% | $79,852+43.2% |
| Participation rate | 100.0% | 57.5%+42.5pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 40.79% | 22.16%+18.6pp | 245.50%-204.7pp | 31.72%+9.1pp |
| Employer contribution / active EE | $6,344 | $1,572+303.7% | $2,586+145.3% | $2,471+156.7% |
| Participant deferral / active EE | $0 | $2,740-100.0% | $3,890-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2,211 | $3,356-34.1% | $4,883-54.7% | $5,306-58.3% |