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 | $162,136-57.0% | $152,301-54.2% | $154,746-54.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 11.14% | 91.02%-79.9pp | 80.50%-69.4pp | 172.34%-161.2pp |
| Employer contribution / active EE | $5,656 | $4,890+15.7% | $4,624+22.3% | $4,379+29.2% |
| Participant deferral / active EE | $14,424 | $8,341+72.9% | $8,004+80.2% | $6,730+114.3% |
| Admin fee / account holder | $16,800 | $15,759+6.6% | $14,398+16.7% | $14,365+16.9% |