Filed October 10, 2025
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $1,012,355 | $115,814+774.1% | $101,275+899.6% | $158,982+536.8% |
| Participation rate | 71.4% | 79.4%-7.9pp | 75.8%-4.4pp | 82.0%-10.5pp |
| Annual return | 13.43% | 56.16%-42.7pp | 46.48%-33.0pp | 302.99%-289.6pp |
| Employer contribution / active EE | $20,611 | $4,176+393.6% | $3,660+463.1% | $4,763+332.8% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $4,588 | $7,249-36.7% | $5,948-22.9% | $11,252-59.2% |