Filed February 27, 2026
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Employer 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $83,142 | $65,364+27.2% | $92,909-10.5% | $72,975+13.9% |
| Participation rate | 81.0% | 68.3%+12.6pp | 76.0%+4.9pp | 69.5%+11.5pp |
| Annual return | 14.28% | 42.11%-27.8pp | 109.44%-95.2pp | 81.01%-66.7pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,617 | $3,128+111.5% | $4,238+56.1% | $3,608+83.4% |
| Admin fee / account holder | $2,960 | $4,251-30.4% | $5,795-48.9% | $5,124-42.2% |