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 | $150,057 | $63,354+136.9% | $94,105+59.5% | $82,637+81.6% |
| Participation rate | 100.0% | 63.8%+36.2pp | 71.9%+28.1pp | 68.1%+31.9pp |
| Annual return | 18.01% | 34.36%-16.4pp | 204.55%-186.5pp | 53.51%-35.5pp |
| Employer contribution / active EE | $3,965 | $1,760+125.4% | $2,504+58.3% | $2,552+55.4% |
| Participant deferral / active EE | $7,603 | $2,873+164.6% | $3,881+95.9% | $4,126+84.3% |
| Admin fee / account holder | $2,210 | $5,073-56.4% | $6,199-64.4% | $7,339-69.9% |