Filed June 29, 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 | $57,481 | $45,043+27.6% | $63,005-8.8% | $70,124-18.0% |
| Participation rate | 94.3% | 69.5%+24.8pp | 74.8%+19.5pp | 69.5%+24.8pp |
| Annual return | 15.26% | 18.76%-3.5pp | 87.59%-72.3pp | 73.14%-57.9pp |
| Employer contribution / active EE | $2,718 | $2,052+32.4% | $2,760-1.5% | $2,342+16.0% |
| Participant deferral / active EE | $7,228 | $2,466+193.2% | $3,329+117.1% | $3,332+116.9% |
| Admin fee / account holder | $516 | $2,833-81.8% | $3,599-85.7% | $4,645-88.9% |