Filed September 5, 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 | $137,974 | $209,336-34.1% | $197,124-30.0% | $137,256+0.5% |
| Participation rate | 80.0% | 87.3%-7.3pp | 86.7%-6.7pp | 80.0%0pp |
| Annual return | 12.27% | 48.09%-35.8pp | 44.34%-32.1pp | 220.34%-208.1pp |
| Employer contribution / active EE | $4,440 | $6,591-32.6% | $6,227-28.7% | $4,156+6.8% |
| Participant deferral / active EE | $9,301 | $9,614-3.3% | $9,135+1.8% | $6,407+45.2% |
| Admin fee / account holder | $14,611 | $17,308-15.6% | $16,298-10.4% | $12,270+19.1% |