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 | $154,228-75.8% | $145,433-74.3% | $137,256-72.8% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 17.77% | 74.59%-56.8pp | 66.58%-48.8pp | 220.34%-202.6pp |
| Employer contribution / active EE | $2,295 | $4,804-52.2% | $4,554-49.6% | $4,156-44.8% |
| Participant deferral / active EE | $8,705 | $8,216+5.9% | $7,897+10.2% | $6,407+35.9% |
| Admin fee / account holder | $4,150 | $14,344-71.1% | $13,129-68.4% | $12,270-66.2% |