Filed March 24, 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 | $29,879 | $63,114-52.7% | $92,909-67.8% | $65,185-54.2% |
| Participation rate | 88.8% | 68.8%+20.0pp | 76.0%+12.8pp | 70.2%+18.6pp |
| Annual return | 24.38% | 28.75%-4.4pp | 109.44%-85.1pp | 29.38%-5.0pp |
| Employer contribution / active EE | $1,715 | $2,571-33.3% | $3,653-53.1% | $2,177-21.2% |
| Participant deferral / active EE | $2,622 | $3,108-15.6% | $4,238-38.1% | $3,514-25.4% |
| Admin fee / account holder | $489 | $624-21.5% | $5,795-91.6% | $847-42.3% |