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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,816 | $100,895+107.0% | $90,430+130.9% | $158,950+31.4% |
| Participation rate | 93.8% | 75.0%+18.7pp | 72.7%+21.1pp | 82.0%+11.8pp |
| Annual return | 25.51% | 1725.54%-1700.0pp | 1293.73%-1268.2pp | 302.91%-277.4pp |
| Employer contribution / active EE | $1,984 | $3,689-46.2% | $3,262-39.2% | $4,762-58.3% |
| Participant deferral / active EE | $8,296 | $4,347+90.8% | $3,963+109.4% | $5,983+38.7% |
| Admin fee / account holder | $1,164 | $6,505-82.1% | $5,613-79.3% | $11,248-89.7% |