Filed February 20, 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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $351,886 | $152,619+130.6% | $125,195+181.1% | $152,909+130.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 24.50% | 54.85%-30.3pp | 43.79%-19.3pp | 345.46%-321.0pp |
| Employer contribution / active EE | $7,475 | $4,947+51.1% | $3,866+93.4% | $4,764+56.9% |
| Participant deferral / active EE | $8,988 | $5,869+53.1% | $4,937+82.0% | $5,851+53.6% |
| Admin fee / account holder | $1,404 | $13,437-89.6% | $9,704-85.5% | $11,601-87.9% |