Filed February 9, 2026
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,189 | $91,439-10.1% | $135,974-39.6% | $71,511+14.9% |
| Participation rate | 66.7% | 75.7%-9.0pp | 81.9%-15.3pp | 67.9%-1.3pp |
| Annual return | 19.18% | 29.90%-10.7pp | 68.30%-49.1pp | 28.86%-9.7pp |
| Employer contribution / active EE | $4,745 | $3,705+28.1% | $4,859-2.3% | $2,589+83.3% |
| Participant deferral / active EE | $9,828 | $7,093+38.6% | $7,760+26.7% | $4,291+129.1% |
| Admin fee / account holder | $6,556 | $1,267+417.6% | $10,767-39.1% | $1,588+312.7% |