Filed March 17, 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 | $69,390 | $56,197+23.5% | $67,652+2.6% | $59,633+16.4% |
| Participation rate | 91.8% | 71.5%+20.4pp | 75.7%+16.2pp | 68.7%+23.2pp |
| Annual return | 5.48% | 18508.10%-18502.6pp | 6625.40%-6619.9pp | 2041.45%-2036.0pp |
| Employer contribution / active EE | $1,001 | $1,615-38.0% | $2,266-55.8% | $2,203-54.6% |
| Participant deferral / active EE | $2,731 | $2,844-4.0% | $3,560-23.3% | $3,192-14.4% |
| Admin fee / account holder | $2,901 | $3,958-26.7% | $4,821-39.8% | $4,297-32.5% |