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 | $54,100 | $60,349-10.4% | $74,184-27.1% | $62,881-14.0% |
| Participation rate | 80.7% | 72.7%+8.0pp | 76.6%+4.1pp | 69.3%+11.4pp |
| Annual return | 9.43% | 21.38%-11.9pp | 17.74%-8.3pp | 20.14%-10.7pp |
| Employer contribution / active EE | $1,977 | $1,680+17.6% | $2,370-16.6% | $2,281-13.3% |
| Participant deferral / active EE | $5,043 | $2,856+76.6% | $3,550+42.1% | $3,203+57.5% |
| Admin fee / account holder | $2,302 | $4,261-46.0% | $5,586-58.8% | $4,296-46.4% |