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.)
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 | $92,056 | $100,938-8.8% | $90,461+1.8% | $158,982-42.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 0.58% | 1727.20%-1726.6pp | 1294.76%-1294.2pp | 302.99%-302.4pp |
| Employer contribution / active EE | $7,300 | $3,691+97.7% | $3,264+123.6% | $4,763+53.3% |
| Participant deferral / active EE | $0 | $4,350-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $8,251 | $6,510+26.7% | $5,617+46.9% | $11,252-26.7% |