Filed January 19, 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 | $57,878 | $76,368-24.2% | $67,681-14.5% | $154,746-62.6% |
| Participation rate | 76.9% | 79.0%-2.0pp | 73.7%+3.2pp | 80.7%-3.8pp |
| Annual return | 17.67% | 1066.77%-1049.1pp | 590.58%-572.9pp | 172.34%-154.7pp |
| Employer contribution / active EE | $5,792 | $3,151+83.8% | $2,678+116.2% | $4,379+32.3% |
| Participant deferral / active EE | $7,962 | $4,824+65.1% | $3,976+100.3% | $6,730+18.3% |
| Admin fee / account holder | $9,352 | $8,559+9.3% | $6,100+53.3% | $14,365-34.9% |