Filed July 7, 2026
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,451 | $95,404-88.0% | $113,397-89.9% | $82,637-86.1% |
| Participation rate | 98.3% | 72.8%+25.5pp | 76.5%+21.8pp | 68.1%+30.2pp |
| Annual return | 30.59% | 19.08%+11.5pp | 23.20%+7.4pp | 53.51%-22.9pp |
| Employer contribution / active EE | $2,012 | $2,307-12.8% | $2,977-32.4% | $2,552-21.1% |
| Participant deferral / active EE | $2,658 | $4,220-37.0% | $5,076-47.6% | $4,126-35.6% |
| Admin fee / account holder | $925 | $9,168-89.9% | $11,957-92.3% | $7,339-87.4% |