Filed December 30, 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 | $98,275 | $78,197+25.7% | $98,090+0.2% | $82,637+18.9% |
| Participation rate | 77.4% | 77.5%0pp | 81.5%-4.1pp | 68.1%+9.4pp |
| Annual return | 14.64% | 40.25%-25.6pp | 37.05%-22.4pp | 53.51%-38.9pp |
| Employer contribution / active EE | $3,160 | $2,605+21.3% | $3,606-12.4% | $2,552+23.8% |
| Participant deferral / active EE | $7,366 | $6,636+11.0% | $7,845-6.1% | $4,126+78.5% |
| Admin fee / account holder | $2,371 | $14,832-84.0% | $11,815-79.9% | $7,339-67.7% |