Filed January 7, 2026
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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 | $125,492 | $123,793+1.4% | $177,848-29.4% | $79,856+57.1% |
| Participation rate | 76.7% | 84.7%-7.9pp | 87.7%-11.0pp | 69.6%+7.1pp |
| Annual return | 26.76% | 22.82%+3.9pp | 48.33%-21.6pp | 31.71%-5.0pp |
| Employer contribution / active EE | $5,804 | $4,095+41.7% | $5,919-1.9% | $2,471+134.9% |
| Participant deferral / active EE | $10,797 | $5,956+81.3% | $7,714+40.0% | $3,741+188.6% |
| Admin fee / account holder | $11,984 | $7,243+65.5% | $12,431-3.6% | $5,306+125.8% |