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 | $55,575 | $99,345-44.1% | $84,753-34.4% | $273,972-79.7% |
| Participation rate | 85.7% | 80.7%+5.0pp | 76.6%+9.1pp | 83.0%+2.7pp |
| Annual return | 4.74% | 22.93%-18.2pp | 22.78%-18.0pp | 41.46%-36.7pp |
| Employer contribution / active EE | $2,424 | $4,214-42.5% | $3,574-32.2% | $4,869-50.2% |
| Participant deferral / active EE | $4,818 | $4,270+12.8% | $3,712+29.8% | $5,287-8.9% |
| Admin fee / account holder | $960 | $6,645-85.6% | $5,333-82.0% | $10,133-90.5% |