Filed March 26, 2026
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $22,041 | $75,183-70.7% | $123,894-82.2% | $55,167-60.0% |
| Participation rate | 73.0% | 72.8%+0.2pp | 81.4%-8.4pp | 69.0%+4.0pp |
| Annual return | 32.10% | 19.01%+13.1pp | 47.52%-15.4pp | 169.23%-137.1pp |
| Employer contribution / active EE | $1,646 | $2,823-41.7% | $4,617-64.3% | $1,963-16.1% |
| Participant deferral / active EE | $5,219 | $5,084+2.7% | $5,984-12.8% | $3,054+70.9% |
| Admin fee / account holder | $1,766 | $663+166.5% | $8,357-78.9% | $504+250.4% |