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 | $101,950-64.1% | $125,529-70.9% | $86,983-58.0% |
| Participation rate | 85.0% | 70.2%+14.8pp | 74.7%+10.3pp | 69.5%+15.5pp |
| Annual return | 21.82% | 18.29%+3.5pp | 202.56%-180.7pp | 25.83%-4.0pp |
| Employer contribution / active EE | $3,492 | $2,358+48.1% | $3,058+14.2% | $2,584+35.1% |
| Participant deferral / active EE | $7,492 | $3,862+94.0% | $4,813+55.7% | $4,194+78.6% |
| Admin fee / account holder | $1,120 | $12,791-91.2% | $16,298-93.1% | $7,856-85.7% |