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 | $94,436-61.3% | $115,599-68.4% | $82,637-55.7% |
| Participation rate | 85.0% | 70.4%+14.6pp | 74.3%+10.7pp | 68.1%+16.9pp |
| Annual return | 21.82% | 18.37%+3.4pp | 111.10%-89.3pp | 53.51%-31.7pp |
| Employer contribution / active EE | $3,492 | $2,324+50.3% | $2,955+18.2% | $2,552+36.8% |
| Participant deferral / active EE | $7,492 | $3,955+89.4% | $4,889+53.2% | $4,126+81.6% |
| Admin fee / account holder | $1,120 | $10,328-89.2% | $12,841-91.3% | $7,339-84.7% |