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 | $55,835 | $87,834-36.4% | $133,975-58.3% | $62,881-11.2% |
| Participation rate | 82.4% | 83.4%-1.0pp | 87.1%-4.7pp | 69.3%+13.0pp |
| Annual return | 6.84% | 12.05%-5.2pp | 29.29%-22.4pp | 20.14%-13.3pp |
| Employer contribution / active EE | $3,704 | $3,482+6.4% | $5,211-28.9% | $2,281+62.4% |
| Participant deferral / active EE | $3,698 | $4,812-23.1% | $6,282-41.1% | $3,203+15.5% |
| Admin fee / account holder | $9,607 | $5,372+78.8% | $9,324+3.0% | $4,296+123.6% |