Filed February 19, 2026 (most recent of 2 filings on file)
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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 | $49,075 | $77,908-37.0% | $149,696-67.2% | $75,173-34.7% |
| Participation rate | 87.8% | 65.6%+22.2pp | 78.8%+9.0pp | 67.2%+20.6pp |
| Annual return | 23.82% | 31.73%-7.9pp | 134.46%-110.6pp | 160.72%-136.9pp |
| Employer contribution / active EE | $2,701 | $3,138-13.9% | $4,821-44.0% | $2,671+1.1% |
| Participant deferral / active EE | $1,604 | $3,411-53.0% | $5,682-71.8% | $4,126-61.1% |
| Admin fee / account holder | $1,081 | $5,950-81.8% | $13,212-91.8% | $5,651-80.9% |