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 | $96,589 | $72,273+33.6% | $101,275-4.6% | $79,856+21.0% |
| Participation rate | 83.3% | 68.5%+14.9pp | 75.8%+7.5pp | 69.6%+13.7pp |
| Annual return | 19.07% | 22.30%-3.2pp | 46.48%-27.4pp | 31.71%-12.6pp |
| Employer contribution / active EE | $2,258 | $2,691-16.1% | $3,660-38.3% | $2,471-8.6% |
| Participant deferral / active EE | $4,609 | $3,282+40.4% | $4,371+5.4% | $3,741+23.2% |
| Admin fee / account holder | $4,942 | $4,401+12.3% | $5,948-16.9% | $5,306-6.9% |