Filed March 10, 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 | $36,576 | $97,648-62.5% | $121,663-69.9% | $87,485-58.2% |
| Participation rate | 85.0% | 70.5%+14.5pp | 74.5%+10.5pp | 68.9%+16.1pp |
| Annual return | 21.82% | 18.03%+3.8pp | 147.54%-125.7pp | 26.06%-4.2pp |
| Employer contribution / active EE | $3,492 | $2,300+51.8% | $3,020+15.6% | $2,596+34.5% |
| Participant deferral / active EE | $7,492 | $3,923+91.0% | $4,887+53.3% | $4,274+75.3% |
| Admin fee / account holder | $1,120 | $11,100-89.9% | $14,289-92.2% | $7,775-85.6% |