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 | $48,914 | $57,330-14.7% | $86,656-43.6% | $75,177-34.9% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 17.96% | 2675.40%-2657.4pp | 593.09%-575.1pp | 160.75%-142.8pp |
| Employer contribution / active EE | $520 | $2,316-77.5% | $3,025-82.8% | $2,671-80.5% |
| Participant deferral / active EE | $4,030 | $3,320+21.4% | $4,439-9.2% | $4,126-2.3% |
| Admin fee / account holder | $924 | $4,115-77.5% | $5,619-83.5% | $5,651-83.6% |