Filed July 1, 2026
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $5,484 | $52,678-89.6% | $75,782-92.8% | $59,632-90.8% |
| Participation rate | 81.1% | 67.2%+13.9pp | 75.8%+5.3pp | 68.7%+12.5pp |
| Annual return | 47.17% | 2.95%+44.2pp | 9.68%+37.5pp | 2041.32%-1994.1pp |
| Employer contribution / active EE | $3,112 | $2,193+41.9% | $3,323-6.4% | $2,203+41.3% |
| Participant deferral / active EE | $489 | $2,591-81.1% | $3,652-86.6% | $3,192-84.7% |
| Admin fee / account holder | $1,265 | $3,610-65.0% | $5,300-76.1% | $4,297-70.6% |