Filed April 17, 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 | $54,786 | $67,602-19.0% | $82,312-33.4% | $70,126-21.9% |
| Participation rate | 77.2% | 72.8%+4.4pp | 76.9%+0.3pp | 69.5%+7.7pp |
| Annual return | 17.27% | 21.57%-4.3pp | 25.88%-8.6pp | 73.15%-55.9pp |
| Employer contribution / active EE | $1,986 | $1,755+13.1% | $2,428-18.2% | $2,343-15.2% |
| Participant deferral / active EE | $6,872 | $2,987+130.1% | $3,706+85.4% | $3,332+106.3% |
| Admin fee / account holder | $6,827 | $4,512+51.3% | $5,608+21.7% | $4,645+47.0% |