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 | $223,823-38.4% | $211,142-34.7% | $154,746-10.8% |
| Participation rate | 80.0% | 87.9%-7.9pp | 87.3%-7.3pp | 80.7%-0.7pp |
| Annual return | 12.27% | 50.39%-38.1pp | 46.84%-34.6pp | 172.34%-160.1pp |
| Employer contribution / active EE | $4,440 | $6,787-34.6% | $6,442-31.1% | $4,379+1.4% |
| Participant deferral / active EE | $9,301 | $9,750-4.6% | $9,284+0.2% | $6,730+38.2% |
| Admin fee / account holder | $14,611 | $19,707-25.9% | $19,076-23.4% | $14,365+1.7% |