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 | $140,883 | $79,955+76.2% | $98,461+43.1% | $75,173+87.4% |
| Participation rate | 51.5% | 70.4%-18.9pp | 75.2%-23.7pp | 67.2%-15.7pp |
| Annual return | 19.08% | 19.75%-0.7pp | 21.17%-2.1pp | 160.72%-141.6pp |
| Employer contribution / active EE | $923 | $2,264-59.2% | $3,049-69.7% | $2,671-65.4% |
| Participant deferral / active EE | $5,334 | $3,752+42.2% | $4,738+12.6% | $4,126+29.3% |
| Admin fee / account holder | $18,706 | $6,841+173.4% | $8,961+108.8% | $5,651+231.1% |