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 | $105,812 | $58,828+79.9% | $78,002+35.7% | $62,881+68.3% |
| Participation rate | 47.5% | 71.1%-23.5pp | 75.5%-28.0pp | 69.3%-21.8pp |
| Annual return | 7.90% | 17.16%-9.3pp | 425.99%-418.1pp | 20.14%-12.2pp |
| Employer contribution / active EE | $533 | $1,672-68.1% | $2,470-78.4% | $2,281-76.6% |
| Participant deferral / active EE | $3,479 | $2,686+29.5% | $3,497-0.5% | $3,203+8.6% |
| Admin fee / account holder | $864 | $4,393-80.3% | $5,481-84.2% | $4,296-79.9% |