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 | $116,575 | $109,872+6.1% | $98,483+18.4% | $167,536-30.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 13.31% | 1959.31%-1946.0pp | 1494.38%-1481.1pp | 478.82%-465.5pp |
| Employer contribution / active EE | $8,050 | $3,225+149.6% | $2,961+171.9% | $4,839+66.3% |
| Participant deferral / active EE | $0 | $4,673-100.0% | $4,276-100.0% | $6,342-100.0% |
| Admin fee / account holder | $5,493 | $6,757-18.7% | $5,953-7.7% | $12,315-55.4% |