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 | $51,846 | $78,690-34.1% | $161,489-67.9% | $87,485-40.7% |
| Participation rate | 98.5% | 67.5%+31.0pp | 78.7%+19.8pp | 68.9%+29.6pp |
| Annual return | 18.63% | 32.74%-14.1pp | 89.72%-71.1pp | 26.06%-7.4pp |
| Employer contribution / active EE | $3,711 | $2,588+43.4% | $4,268-13.1% | $2,596+42.9% |
| Participant deferral / active EE | $4,171 | $3,311+26.0% | $5,630-25.9% | $4,274-2.4% |
| Admin fee / account holder | $926 | $6,724-86.2% | $16,006-94.2% | $7,775-88.1% |