Filed January 7, 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 | $92,829 | $134,001-30.7% | $112,258-17.3% | $134,509-31.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.40% | 47.15%-64.6pp | 27.47%-44.9pp | 418.13%-435.5pp |
| Employer contribution / active EE | $3,804 | $4,039-5.8% | $3,636+4.6% | $4,741-19.7% |
| Participant deferral / active EE | $10,329 | $5,291+95.2% | $4,728+118.4% | $6,400+61.4% |
| Admin fee / account holder | $30,829 | $7,491+311.6% | $6,411+380.8% | $11,427+169.8% |