Filed May 6, 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).
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 | $51,398 | $102,422-49.8% | $147,117-65.1% | $80,959-36.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 13.42% | 135.16%-121.7pp | 420.54%-407.1pp | 35.67%-22.2pp |
| Employer contribution / active EE | $3,213 | $3,717-13.6% | $4,932-34.9% | $2,757+16.5% |
| Participant deferral / active EE | $2,975 | $6,652-55.3% | $8,065-63.1% | $4,300-30.8% |
| Admin fee / account holder | $840 | $7,953-89.4% | $12,993-93.5% | $6,925-87.9% |