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 | $103,474 | $67,411+53.5% | $91,004+13.7% | $70,126+47.6% |
| Participation rate | 50.0% | 71.4%-21.4pp | 75.6%-25.6pp | 69.5%-19.5pp |
| Annual return | 17.89% | -40.16%+58.1pp | 4.60%+13.3pp | 73.15%-55.3pp |
| Employer contribution / active EE | $605 | $1,786-66.1% | $2,456-75.4% | $2,343-74.2% |
| Participant deferral / active EE | $3,585 | $2,823+27.0% | $3,548+1.1% | $3,332+7.6% |
| Admin fee / account holder | $11,396 | $4,236+169.0% | $5,417+110.3% | $4,645+145.3% |