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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,939 | $87,106-77.1% | $105,607-81.1% | $80,935-75.4% |
| Participation rate | 94.5% | 70.4%+24.1pp | 75.3%+19.3pp | 67.7%+26.9pp |
| Annual return | 16.86% | 17.01%-0.2pp | 116.11%-99.2pp | 35.66%-18.8pp |
| Employer contribution / active EE | $3,852 | $2,396+60.8% | $3,167+21.6% | $2,757+39.7% |
| Participant deferral / active EE | $6,355 | $3,986+59.4% | $5,011+26.8% | $4,299+47.8% |
| Admin fee / account holder | $529 | $8,447-93.7% | $10,958-95.2% | $6,924-92.4% |