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 | $86,118 | $48,078+79.1% | $78,676+9.5% | $62,881+37.0% |
| Participation rate | 83.6% | 65.2%+18.4pp | 73.6%+10.1pp | 69.3%+14.3pp |
| Annual return | 14.41% | 31.36%-17.0pp | 62.19%-47.8pp | 20.14%-5.7pp |
| Employer contribution / active EE | $1,480 | $2,015-26.5% | $2,850-48.1% | $2,281-35.1% |
| Participant deferral / active EE | $3,747 | $2,587+44.8% | $3,517+6.6% | $3,203+17.0% |
| Admin fee / account holder | $2,665 | $3,206-16.9% | $4,510-40.9% | $4,296-38.0% |