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 | $227,291-39.3% | $214,702-35.7% | $155,188-11.1% |
| Participation rate | 80.0% | 88.0%-8.0pp | 87.5%-7.5pp | 80.8%-0.8pp |
| Annual return | 12.27% | 60.08%-47.8pp | 54.55%-42.3pp | 148.84%-136.6pp |
| Employer contribution / active EE | $4,440 | $6,772-34.4% | $6,461-31.3% | $4,248+4.5% |
| Participant deferral / active EE | $9,301 | $9,582-2.9% | $9,147+1.7% | $6,531+42.4% |
| Admin fee / account holder | $14,611 | $20,413-28.4% | $19,830-26.3% | $14,480+0.9% |