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 | $100,524 | $99,011+1.5% | $86,582+16.1% | $147,586-31.9% |
| Participation rate | 90.9% | 76.3%+14.6pp | 73.5%+17.4pp | 82.8%+8.1pp |
| Annual return | 10.67% | 1312.75%-1302.1pp | 965.08%-954.4pp | 578.59%-567.9pp |
| Employer contribution / active EE | $776 | $3,132-75.2% | $2,839-72.7% | $4,876-84.1% |
| Participant deferral / active EE | $3,871 | $3,972-2.6% | $3,609+7.3% | $5,439-28.8% |
| Admin fee / account holder | $1,643 | $5,709-71.2% | $4,904-66.5% | $10,886-84.9% |