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 | $35,943 | $85,171-57.8% | $172,752-79.2% | $72,975-50.7% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 22.10% | 27.32%-5.2pp | 802.97%-780.9pp | 81.01%-58.9pp |
| Employer contribution / active EE | $2,638 | $3,324-20.6% | $5,144-48.7% | $2,440+8.1% |
| Participant deferral / active EE | $2,346 | $3,260-28.0% | $5,198-54.9% | $3,608-35.0% |
| Admin fee / account holder | $5,510 | $5,880-6.3% | $13,955-60.5% | $5,124+7.5% |