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 | $51,638+54.4% | $68,368+16.6% | $82,448-3.3% |
| Participation rate | 85.2% | 63.6%+21.6pp | 73.8%+11.4pp | 68.1%+17.1pp |
| Annual return | 52.26% | 37.53%+14.7pp | 292.57%-240.3pp | 41.64%+10.6pp |
| Employer contribution / active EE | $907 | $2,047-55.7% | $2,649-65.8% | $2,551-64.4% |
| Participant deferral / active EE | $3,608 | $2,914+23.8% | $4,123-12.5% | $4,139-12.8% |
| Admin fee / account holder | $4,286 | $4,643-7.7% | $5,150-16.8% | $7,234-40.8% |