Filed October 10, 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 | $111,648 | $73,955+51.0% | $96,520+15.7% | $75,181+48.5% |
| Participation rate | 73.1% | 66.4%+6.7pp | 74.3%-1.3pp | 67.2%+5.9pp |
| Annual return | 18.57% | 26.72%-8.2pp | 35.72%-17.1pp | 160.69%-142.1pp |
| Employer contribution / active EE | $4,217 | $2,930+43.9% | $3,739+12.8% | $2,671+57.9% |
| Participant deferral / active EE | $7,481 | $3,659+104.4% | $4,879+53.3% | $4,126+81.3% |
| Admin fee / account holder | $756 | $5,217-85.5% | $6,733-88.8% | $5,650-86.6% |