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 | $67,557 | $87,546-22.8% | $75,784-10.9% | $125,389-46.1% |
| Participation rate | 75.0% | 80.2%-5.2pp | 75.8%-0.8pp | 83.2%-8.2pp |
| Annual return | -0.11% | 13.49%-13.6pp | 9.68%-9.8pp | 282.24%-282.4pp |
| Employer contribution / active EE | $2,138 | $3,930-45.6% | $3,323-35.7% | $4,866-56.1% |
| Participant deferral / active EE | $3,349 | $4,230-20.8% | $3,652-8.3% | $5,352-37.4% |
| Admin fee / account holder | $6,143 | $6,503-5.5% | $5,300+15.9% | $9,541-35.6% |