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 | $41,710 | $81,262-48.7% | $155,602-73.2% | $80,911-48.4% |
| Participation rate | 96.7% | 66.2%+30.5pp | 78.2%+18.5pp | 67.6%+29.1pp |
| Annual return | 16.14% | 33.34%-17.2pp | 64.81%-48.7pp | 35.63%-19.5pp |
| Employer contribution / active EE | $3,417 | $3,102+10.1% | $4,675-26.9% | $2,756+24.0% |
| Participant deferral / active EE | $3,878 | $3,451+12.4% | $5,629-31.1% | $4,297-9.7% |
| Admin fee / account holder | $7,672 | $7,992-4.0% | $15,923-51.8% | $6,935+10.6% |