Filed January 9, 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 | $95,289 | $86,940+9.6% | $102,434-7.0% | $80,935+17.7% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 12.15% | 18.89%-6.7pp | 29.46%-17.3pp | 35.66%-23.5pp |
| Employer contribution / active EE | $1,659 | $2,370-30.0% | $3,023-45.1% | $2,757-39.8% |
| Participant deferral / active EE | $2,879 | $4,121-30.1% | $5,055-43.0% | $4,299-33.0% |
| Admin fee / account holder | $4,184 | $8,047-48.0% | $9,462-55.8% | $6,924-39.6% |