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 | $117,608 | $88,672+32.6% | $105,223+11.8% | $82,448+42.6% |
| Participation rate | 91.0% | 67.9%+23.1pp | 75.0%+16.0pp | 68.1%+23.0pp |
| Annual return | 18.04% | 30.86%-12.8pp | 180.65%-162.6pp | 41.64%-23.6pp |
| Employer contribution / active EE | $2,686 | $3,048-11.9% | $3,689-27.2% | $2,551+5.3% |
| Participant deferral / active EE | $4,960 | $4,036+22.9% | $5,072-2.2% | $4,139+19.8% |
| Admin fee / account holder | $8,190 | $7,146+14.6% | $8,859-7.5% | $7,234+13.2% |