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 | $136,743 | $76,371+79.1% | $93,621+46.1% | $72,976+87.4% |
| Participation rate | 54.4% | 71.8%-17.4pp | 75.8%-21.4pp | 69.5%-15.1pp |
| Annual return | 23.63% | 25.82%-2.2pp | 32.76%-9.1pp | 81.02%-57.4pp |
| Employer contribution / active EE | $865 | $2,276-62.0% | $2,719-68.2% | $2,440-64.6% |
| Participant deferral / active EE | $5,430 | $3,538+53.5% | $4,070+33.4% | $3,608+50.5% |
| Admin fee / account holder | $6,209 | $6,839-9.2% | $7,890-21.3% | $5,124+21.2% |