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 | $63,153 | $106,008-40.4% | $92,240-31.5% | $147,586-57.2% |
| Participation rate | 91.3% | 80.4%+10.9pp | 76.5%+14.8pp | 82.8%+8.5pp |
| Annual return | 19.68% | 50.05%-30.4pp | 176.29%-156.6pp | 578.59%-558.9pp |
| Employer contribution / active EE | $2,482 | $4,333-42.7% | $3,680-32.6% | $4,876-49.1% |
| Participant deferral / active EE | $4,847 | $4,478+8.2% | $3,897+24.4% | $5,439-10.9% |
| Admin fee / account holder | $1,954 | $6,333-69.1% | $5,194-62.4% | $10,886-82.1% |