Filed January 13, 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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $303,666 | $88,702+242.3% | $81,780+271.3% | $145,978+108.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 21.42% | 1029.12%-1007.7pp | 776.27%-754.8pp | 550.52%-529.1pp |
| Employer contribution / active EE | $2,598 | $3,084-15.8% | $2,914-10.8% | $4,662-44.3% |
| Participant deferral / active EE | $11,861 | $4,645+155.3% | $4,321+174.5% | $6,690+77.3% |
| Admin fee / account holder | $4,204 | $8,414-50.0% | $7,384-43.1% | $13,400-68.6% |