Filed December 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 | $148,792 | $152,460-2.4% | $118,746+25.3% | $147,585+0.8% |
| Participation rate | 90.9% | 82.3%+8.6pp | 78.3%+12.6pp | 82.8%+8.1pp |
| Annual return | 18.89% | 17.41%+1.5pp | 24.54%-5.6pp | 578.58%-559.7pp |
| Employer contribution / active EE | $2,442 | $5,046-51.6% | $4,193-41.8% | $4,876-49.9% |
| Participant deferral / active EE | $8,248 | $6,212+32.8% | $5,332+54.7% | $5,439+51.7% |
| Admin fee / account holder | $404 | $16,953-97.6% | $10,720-96.2% | $10,886-96.3% |