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 | $203,604 | $45,872+343.9% | $77,096+164.1% | $68,486+197.3% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | 22.10% | 1.73%+20.4pp | 42.35%-20.2pp | -7.85%+30.0pp |
| Employer contribution / active EE | $5,374 | $1,650+225.8% | $2,814+91.0% | $2,597+107.0% |
| Participant deferral / active EE | $0 | $2,963-100.0% | $4,429-100.0% | $4,028-100.0% |
| Admin fee / account holder | $998 | $3,041-67.2% | $5,428-81.6% | $5,404-81.5% |