Filed February 19, 2026
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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 | $38,392 | $154,228-75.1% | $145,433-73.6% | $137,256-72.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 22.46% | 74.59%-52.1pp | 66.58%-44.1pp | 220.34%-197.9pp |
| Employer contribution / active EE | $5,359 | $4,804+11.5% | $4,554+17.7% | $4,156+28.9% |
| Participant deferral / active EE | $4,706 | $8,216-42.7% | $7,897-40.4% | $6,407-26.5% |
| Admin fee / account holder | $2,050 | $14,344-85.7% | $13,129-84.4% | $12,270-83.3% |