Filed February 13, 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 | $150,057 | $63,703+135.6% | $93,063+61.2% | $82,448+82.0% |
| Participation rate | 100.0% | 63.8%+36.2pp | 72.1%+27.9pp | 68.1%+31.9pp |
| Annual return | 18.01% | -775.43%+793.4pp | 34.15%-16.1pp | 41.64%-23.6pp |
| Employer contribution / active EE | $3,965 | $1,729+129.4% | $2,476+60.1% | $2,551+55.4% |
| Participant deferral / active EE | $7,603 | $2,919+160.4% | $3,958+92.1% | $4,139+83.7% |
| Admin fee / account holder | $2,210 | $5,982-63.1% | $6,033-63.4% | $7,234-69.5% |