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 | $124,136 | $61,755+101.0% | $97,161+27.8% | $80,911+53.4% |
| Participation rate | 92.6% | 63.5%+29.1pp | 72.7%+19.9pp | 67.6%+24.9pp |
| Annual return | 14.87% | -557.90%+572.8pp | 75.36%-60.5pp | 35.63%-20.8pp |
| Employer contribution / active EE | $3,593 | $1,835+95.8% | $2,723+31.9% | $2,756+30.4% |
| Participant deferral / active EE | $7,785 | $3,026+157.2% | $4,265+82.5% | $4,297+81.2% |
| Admin fee / account holder | $2,201 | $5,166-57.4% | $5,647-61.0% | $6,935-68.3% |