Filed February 17, 2026
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $5,757 | $92,743-93.8% | $82,744-93.0% | $134,532-95.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -21.68% | 946.63%-968.3pp | 702.22%-723.9pp | 418.27%-440.0pp |
| Employer contribution / active EE | $3,577 | $3,273+9.3% | $3,008+18.9% | $4,741-24.6% |
| Participant deferral / active EE | $3,577 | $4,802-25.5% | $4,395-18.6% | $6,401-44.1% |
| Admin fee / account holder | $2,077 | $5,977-65.3% | $5,325-61.0% | $11,429-81.8% |