Filed March 20, 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 | $79,703 | $49,976+59.5% | $66,674+19.5% | $82,637-3.6% |
| Participation rate | 85.2% | 63.1%+22.1pp | 73.7%+11.5pp | 68.1%+17.1pp |
| Annual return | 52.26% | 39.09%+13.2pp | 321.24%-269.0pp | 53.51%-1.2pp |
| Employer contribution / active EE | $907 | $1,988-54.4% | $2,620-65.4% | $2,552-64.5% |
| Participant deferral / active EE | $3,608 | $2,847+26.7% | $4,084-11.7% | $4,126-12.6% |
| Admin fee / account holder | $4,286 | $4,594-6.7% | $5,098-15.9% | $7,339-41.6% |