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.)
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 | $88,597 | $72,273+22.6% | $101,275-12.5% | $79,856+10.9% |
| Participation rate | 81.3% | 68.5%+12.8pp | 75.8%+5.4pp | 69.6%+11.6pp |
| Annual return | 10.78% | 22.30%-11.5pp | 46.48%-35.7pp | 31.71%-20.9pp |
| Employer contribution / active EE | $0 | $2,691-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,250 | $3,282+90.4% | $4,371+43.0% | $3,741+67.1% |
| Admin fee / account holder | $622 | $4,401-85.9% | $5,948-89.5% | $5,306-88.3% |