Filed November 26, 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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $325,607 | $212,386+53.3% | $199,883+62.9% | $138,895+134.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 19.21% | 47.75%-28.5pp | 43.81%-24.6pp | 145.39%-126.2pp |
| Employer contribution / active EE | $22,811 | $6,625+244.3% | $6,261+264.3% | $4,194+443.9% |
| Participant deferral / active EE | $17,299 | $9,617+79.9% | $9,138+89.3% | $6,396+170.5% |
| Admin fee / account holder | $594 | $18,233-96.7% | $17,268-96.6% | $12,562-95.3% |