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 | $65,926 | $67,602-2.5% | $82,312-19.9% | $70,126-6.0% |
| Participation rate | 84.5% | 72.8%+11.8pp | 76.9%+7.6pp | 69.5%+15.0pp |
| Annual return | 22.30% | 21.57%+0.7pp | 25.88%-3.6pp | 73.15%-50.8pp |
| Employer contribution / active EE | $2,191 | $1,755+24.9% | $2,428-9.8% | $2,343-6.5% |
| Participant deferral / active EE | $5,954 | $2,987+99.3% | $3,706+60.7% | $3,332+78.7% |
| Admin fee / account holder | $1,084 | $4,512-76.0% | $5,608-80.7% | $4,645-76.7% |