Filed October 10, 2025
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $822,126 | $97,732+741.2% | $83,831+880.7% | $135,380+507.3% |
| Participation rate | 66.7% | 80.0%-13.3pp | 76.1%-9.5pp | 82.6%-16.0pp |
| Annual return | -4.11% | 1287.56%-1291.7pp | 850.99%-855.1pp | 519.81%-523.9pp |
| Employer contribution / active EE | $25,186 | $4,222+496.5% | $3,631+593.6% | $4,779+427.0% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $7,262 | $6,675+8.8% | $5,479+32.5% | $10,828-32.9% |