Filed March 20, 2026
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $60,440 | $202,342-70.1% | $172,753-65.0% | $152,909-60.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 5.26% | 1029.88%-1024.6pp | 803.00%-797.7pp | 345.46%-340.2pp |
| Employer contribution / active EE | $1,939 | $5,857-66.9% | $5,144-62.3% | $4,764-59.3% |
| Participant deferral / active EE | $4,130 | $5,948-30.6% | $5,198-20.5% | $5,851-29.4% |
| Admin fee / account holder | $131,489 | $17,112+668.4% | $13,956+842.2% | $11,601+1033.5% |