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 | $78,222 | $57,352+36.4% | $83,830-6.7% | $64,173+21.9% |
| Participation rate | 83.5% | 68.6%+14.9pp | 76.1%+7.4pp | 69.6%+14.0pp |
| Annual return | -7.53% | 11.38%-18.9pp | 850.97%-858.5pp | 7.63%-15.2pp |
| Employer contribution / active EE | $2,487 | $2,546-2.3% | $3,631-31.5% | $2,381+4.5% |
| Participant deferral / active EE | $4,050 | $2,993+35.3% | $4,082-0.8% | $3,470+16.7% |
| Admin fee / account holder | $1,259 | $4,046-68.9% | $5,479-77.0% | $4,887-74.2% |