Filed February 2, 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 | $83,426 | $45,152+84.8% | $73,835+13.0% | $59,633+39.9% |
| Participation rate | 93.2% | 64.0%+29.2pp | 73.4%+19.7pp | 68.7%+24.5pp |
| Annual return | 0.21% | 27.40%-27.2pp | 2268.13%-2267.9pp | 2041.40%-2041.2pp |
| Employer contribution / active EE | $3,528 | $1,901+85.6% | $2,788+26.6% | $2,203+60.2% |
| Participant deferral / active EE | $8,528 | $2,573+231.5% | $3,583+138.0% | $3,192+167.2% |
| Admin fee / account holder | $682 | $3,515-80.6% | $4,880-86.0% | $4,297-84.1% |