Filed February 25, 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 | $102,953 | $81,476+26.4% | $102,383+0.6% | $80,925+27.2% |
| Participation rate | 88.2% | 66.8%+21.3pp | 74.5%+13.6pp | 67.7%+20.5pp |
| Annual return | 11.55% | 25.59%-14.0pp | 24.94%-13.4pp | 35.65%-24.1pp |
| Employer contribution / active EE | $2,808 | $3,105-9.6% | $3,870-27.4% | $2,756+1.9% |
| Participant deferral / active EE | $4,745 | $3,871+22.6% | $5,060-6.2% | $4,299+10.4% |
| Admin fee / account holder | $24,106 | $6,717+258.9% | $8,391+187.3% | $6,940+247.3% |