Filed April 24, 2026
Total covered: 103 employees
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $65,545 | $68,878-4.8% | $120,574-45.6% | $80,935-19.0% |
| Participation rate | 66.7% | 61.7%+5.0pp | 71.9%-5.3pp | 67.7%-1.0pp |
| Annual return | 17.80% | 23.67%-5.9pp | 107.42%-89.6pp | 35.66%-17.9pp |
| Employer contribution / active EE | $2,122 | $2,065+2.8% | $3,471-38.8% | $2,757-23.0% |
| Participant deferral / active EE | $3,668 | $3,189+15.0% | $4,996-26.6% | $4,299-14.7% |
| Admin fee / account holder | $6,961 | $5,782+20.4% | $9,445-26.3% | $6,924+0.5% |