Filed May 18, 2026
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $69,798 | $154,228-54.7% | $145,433-52.0% | $137,256-49.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 11.14% | 74.59%-63.4pp | 66.58%-55.4pp | 220.34%-209.2pp |
| Employer contribution / active EE | $5,656 | $4,804+17.7% | $4,554+24.2% | $4,156+36.1% |
| Participant deferral / active EE | $14,424 | $8,216+75.6% | $7,897+82.6% | $6,407+125.1% |
| Admin fee / account holder | $16,800 | $14,344+17.1% | $13,129+28.0% | $12,270+36.9% |