Filed February 13, 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.)
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 | $89,259 | $103,038-13.4% | $90,324-1.2% | $152,909-41.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 28.96% | 95.25%-66.3pp | 78.15%-49.2pp | 345.46%-316.5pp |
| Employer contribution / active EE | $7,482 | $3,141+138.2% | $2,856+162.0% | $4,764+57.1% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $5,177 | $6,177-16.2% | $5,356-3.3% | $11,601-55.4% |