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 | $39,413 | $91,198-56.8% | $178,503-77.9% | $79,856-50.6% |
| Participation rate | 97.1% | 69.2%+27.9pp | 81.9%+15.2pp | 69.6%+27.5pp |
| Annual return | 15.43% | 24.20%-8.8pp | 151.12%-135.7pp | 31.71%-16.3pp |
| Employer contribution / active EE | $3,036 | $3,257-6.8% | $5,011-39.4% | $2,471+22.9% |
| Participant deferral / active EE | $2,205 | $3,237-31.9% | $5,202-57.6% | $3,741-41.0% |
| Admin fee / account holder | $8,008 | $6,748+18.7% | $13,987-42.7% | $5,306+50.9% |