Filed February 18, 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 | $54,892 | $78,423-30.0% | $95,964-42.8% | $79,856-31.3% |
| Participation rate | 70.0% | 73.5%-3.5pp | 77.1%-7.1pp | 69.6%+0.4pp |
| Annual return | 15.51% | 19.37%-3.9pp | 91.64%-76.1pp | 31.71%-16.2pp |
| Employer contribution / active EE | $1,969 | $1,945+1.2% | $2,541-22.5% | $2,471-20.3% |
| Participant deferral / active EE | $4,098 | $3,440+19.1% | $4,167-1.7% | $3,741+9.5% |
| Admin fee / account holder | $586 | $5,622-89.6% | $6,797-91.4% | $5,306-89.0% |