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 | $51,846 | $76,407-32.1% | $150,298-65.5% | $82,448-37.1% |
| Participation rate | 98.5% | 66.4%+32.1pp | 77.8%+20.7pp | 68.1%+30.4pp |
| Annual return | 18.63% | 39.99%-21.4pp | 62.79%-44.2pp | 41.64%-23.0pp |
| Employer contribution / active EE | $3,711 | $2,614+42.0% | $4,154-10.7% | $2,551+45.5% |
| Participant deferral / active EE | $4,171 | $3,214+29.8% | $5,453-23.5% | $4,139+0.8% |
| Admin fee / account holder | $926 | $6,352-85.4% | $14,116-93.4% | $7,234-87.2% |