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 | $70,121-17.5% | $63,803-9.3% | $138,895-58.3% |
| Participation rate | 76.9% | 77.2%-0.3pp | 72.7%+4.2pp | 79.9%-3.0pp |
| Annual return | 17.67% | 946.48%-928.8pp | 543.72%-526.1pp | 145.39%-127.7pp |
| Employer contribution / active EE | $5,792 | $2,882+101.0% | $2,532+128.7% | $4,194+38.1% |
| Participant deferral / active EE | $7,962 | $4,535+75.6% | $3,843+107.2% | $6,396+24.5% |
| Admin fee / account holder | $9,352 | $6,738+38.8% | $5,196+80.0% | $12,562-25.6% |