Filed February 18, 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 | $41,755 | $41,377+0.9% | $109,313-61.8% | $62,881-33.6% |
| Participation rate | 71.6% | 57.5%+14.1pp | 71.3%+0.4pp | 69.3%+2.3pp |
| Annual return | 7.00% | 11.05%-4.0pp | 22.07%-15.1pp | 20.14%-13.1pp |
| Employer contribution / active EE | $923 | $1,276-27.7% | $3,892-76.3% | $2,281-59.5% |
| Participant deferral / active EE | $2,701 | $2,045+32.1% | $3,166-14.7% | $3,203-15.7% |
| Admin fee / account holder | $899 | $2,884-68.8% | $5,666-84.1% | $4,296-79.1% |