Filed February 18, 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 | $41,710 | $81,358-48.7% | $155,556-73.2% | $80,959-48.5% |
| Participation rate | 96.7% | 66.3%+30.5pp | 78.2%+18.5pp | 67.7%+29.1pp |
| Annual return | 16.14% | 33.39%-17.2pp | 64.84%-48.7pp | 35.67%-19.5pp |
| Employer contribution / active EE | $3,417 | $3,106+10.0% | $4,675-26.9% | $2,757+23.9% |
| Participant deferral / active EE | $3,878 | $3,455+12.2% | $5,631-31.1% | $4,300-9.8% |
| Admin fee / account holder | $7,672 | $7,994-4.0% | $15,885-51.7% | $6,925+10.8% |