Filed October 27, 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 | $70,216 | $168,636-58.4% | $147,618-52.4% | $125,388-44.0% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.60% | 77.65%-77.1pp | 61.98%-61.4pp | 282.24%-281.6pp |
| Employer contribution / active EE | $2,992 | $6,252-52.2% | $5,565-46.2% | $4,866-38.5% |
| Participant deferral / active EE | $18,027 | $5,507+227.4% | $4,895+268.2% | $5,352+236.9% |
| Admin fee / account holder | $84,449 | $13,580+521.8% | $11,612+627.3% | $9,541+785.1% |