Filed September 18, 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,111 | $101,499-40.8% | $147,005-59.1% | $74,546-19.4% |
| Participation rate | 95.3% | 75.5%+19.8pp | 82.2%+13.1pp | 67.2%+28.1pp |
| Annual return | 27.49% | 8732.34%-8704.8pp | 418.76%-391.3pp | 1366.03%-1338.5pp |
| Employer contribution / active EE | $10,968 | $3,811+187.8% | $4,934+122.3% | $2,624+317.9% |
| Participant deferral / active EE | $13,295 | $7,304+82.0% | $8,070+64.7% | $4,347+205.8% |
| Admin fee / account holder | $3,863 | $1,748+121.0% | $13,006-70.3% | $1,944+98.8% |