Filed February 18, 2026
Total covered: 5 employees
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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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,350 | $94,031+82.2% | $115,768+48.0% | $82,448+107.8% |
| Participation rate | 56.1% | 70.4%-14.4pp | 74.4%-18.3pp | 68.1%-12.0pp |
| Annual return | 14.98% | 20.61%-5.6pp | 100.46%-85.5pp | 41.64%-26.7pp |
| Employer contribution / active EE | $1,202 | $2,323-48.3% | $2,940-59.1% | $2,551-52.9% |
| Participant deferral / active EE | $6,126 | $3,972+54.2% | $4,917+24.6% | $4,139+48.0% |
| Admin fee / account holder | $31,378 | $10,249+206.1% | $12,439+152.2% | $7,234+333.7% |