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 | $32,185 | $183,516-82.5% | $155,534-79.3% | $145,884-77.9% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 13.01% | 61.43%-48.4pp | 64.92%-51.9pp | 551.85%-538.8pp |
| Employer contribution / active EE | $1,546 | $5,315-70.9% | $4,675-66.9% | $4,662-66.8% |
| Participant deferral / active EE | $6,513 | $6,467+0.7% | $5,630+15.7% | $6,690-2.6% |
| Admin fee / account holder | $1,148 | $19,293-94.0% | $15,900-92.8% | $13,392-91.4% |