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 | $37,904 | $77,638-51.2% | $156,551-75.8% | $62,881-39.7% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 8.50% | 50.33%-41.8pp | 32.23%-23.7pp | 20.14%-11.6pp |
| Employer contribution / active EE | $3,282 | $3,444-4.7% | $5,501-40.3% | $2,281+43.9% |
| Participant deferral / active EE | $3,222 | $3,046+5.8% | $4,871-33.8% | $3,203+0.6% |
| Admin fee / account holder | $1,892 | $5,561-66.0% | $13,028-85.5% | $4,296-56.0% |