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 | $78,941 | $63,346+24.6% | $92,240-14.4% | $70,126+12.6% |
| Participation rate | 85.5% | 68.7%+16.9pp | 76.5%+9.0pp | 69.5%+16.0pp |
| Annual return | 15.76% | 530.19%-514.4pp | 176.29%-160.5pp | 73.15%-57.4pp |
| Employer contribution / active EE | $1,948 | $2,471-21.2% | $3,680-47.1% | $2,343-16.8% |
| Participant deferral / active EE | $3,602 | $2,854+26.2% | $3,897-7.6% | $3,332+8.1% |
| Admin fee / account holder | $6,690 | $3,841+74.2% | $5,194+28.8% | $4,645+44.0% |