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 | $63,378 | $103,038-38.5% | $90,324-29.8% | $152,909-58.6% |
| Participation rate | 95.2% | 75.9%+19.4pp | 73.3%+22.0pp | 82.5%+12.8pp |
| Annual return | 17.35% | 95.25%-77.9pp | 78.15%-60.8pp | 345.46%-328.1pp |
| Employer contribution / active EE | $2,424 | $3,141-22.8% | $2,856-15.1% | $4,764-49.1% |
| Participant deferral / active EE | $3,422 | $4,282-20.1% | $3,885-11.9% | $5,851-41.5% |
| Admin fee / account holder | $1,274 | $6,177-79.4% | $5,356-76.2% | $11,601-89.0% |