Filed February 13, 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 | $55,319 | $56,197-1.6% | $67,652-18.2% | $59,633-7.2% |
| Participation rate | 76.4% | 71.5%+4.9pp | 75.7%+0.7pp | 68.7%+7.7pp |
| Annual return | -0.44% | 18508.10%-18508.5pp | 6625.40%-6625.8pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $2,114 | $1,615+30.9% | $2,266-6.7% | $2,203-4.0% |
| Participant deferral / active EE | $4,921 | $2,844+73.1% | $3,560+38.3% | $3,192+54.2% |
| Admin fee / account holder | $996 | $3,958-74.8% | $4,821-79.3% | $4,297-76.8% |