Filed December 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 | $37,395 | $156,398-76.1% | $147,318-74.6% | $138,895-73.1% |
| Participation rate | 85.7% | 83.8%+2.0pp | 82.1%+3.6pp | 79.9%+5.8pp |
| Annual return | 17.77% | 78.75%-61.0pp | 70.43%-52.7pp | 145.39%-127.6pp |
| Employer contribution / active EE | $2,295 | $4,853-52.7% | $4,593-50.0% | $4,194-45.3% |
| Participant deferral / active EE | $8,705 | $8,237+5.7% | $7,906+10.1% | $6,396+36.1% |
| Admin fee / account holder | $4,150 | $14,976-72.3% | $13,708-69.7% | $12,562-67.0% |