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 | $162,737 | $87,733+85.5% | $106,555+52.7% | $85,847+89.6% |
| Participation rate | 51.0% | 71.9%-21.0pp | 76.1%-25.2pp | 69.3%-18.3pp |
| Annual return | 15.85% | 21.86%-6.0pp | 26.80%-11.0pp | 318.61%-302.8pp |
| Employer contribution / active EE | $884 | $2,073-57.3% | $2,819-68.6% | $2,565-65.5% |
| Participant deferral / active EE | $5,269 | $3,469+51.9% | $4,399+19.8% | $3,952+33.3% |
| Admin fee / account holder | $4,392 | $6,767-35.1% | $7,408-40.7% | $6,261-29.9% |