Filed November 13, 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 | $24,811 | $77,814-68.1% | $158,223-84.3% | $86,983-71.5% |
| Participation rate | 96.1% | 68.4%+27.6pp | 79.2%+16.9pp | 69.5%+26.5pp |
| Annual return | 12.78% | 30.54%-17.8pp | 52.09%-39.3pp | 25.83%-13.1pp |
| Employer contribution / active EE | $606 | $2,592-76.6% | $4,109-85.3% | $2,584-76.6% |
| Participant deferral / active EE | $3,671 | $3,270+12.3% | $5,467-32.8% | $4,194-12.5% |
| Admin fee / account holder | $34,333 | $5,879+484.0% | $16,047+114.0% | $7,856+337.0% |