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 | $32,870 | $75,832-56.7% | $147,617-77.7% | $59,633-44.9% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 2.03% | 0.37%+1.7pp | 61.98%-60.0pp | 2041.45%-2039.4pp |
| Employer contribution / active EE | $2,669 | $3,485-23.4% | $5,564-52.0% | $2,203+21.2% |
| Participant deferral / active EE | $2,311 | $3,131-26.2% | $4,895-52.8% | $3,192-27.6% |
| Admin fee / account holder | $988 | $5,986-83.5% | $11,612-91.5% | $4,297-77.0% |