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 | $81,597 | $107,363-24.0% | $92,909-12.2% | $152,897-46.6% |
| Participation rate | 95.2% | 79.8%+15.4pp | 76.0%+19.2pp | 82.5%+12.8pp |
| Annual return | 22.01% | 145.63%-123.6pp | 109.44%-87.4pp | 345.43%-323.4pp |
| Employer contribution / active EE | $3,195 | $4,222-24.3% | $3,653-12.5% | $4,764-32.9% |
| Participant deferral / active EE | $6,408 | $4,848+32.2% | $4,238+51.2% | $5,851+9.5% |
| Admin fee / account holder | $876 | $7,082-87.6% | $5,795-84.9% | $11,599-92.4% |