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 | $171,350 | $97,648+75.5% | $121,663+40.8% | $87,485+95.9% |
| Participation rate | 56.1% | 70.5%-14.4pp | 74.5%-18.4pp | 68.9%-12.9pp |
| Annual return | 14.98% | 18.03%-3.0pp | 147.54%-132.6pp | 26.06%-11.1pp |
| Employer contribution / active EE | $1,202 | $2,300-47.8% | $3,020-60.2% | $2,596-53.7% |
| Participant deferral / active EE | $6,126 | $3,923+56.1% | $4,887+25.3% | $4,274+43.3% |
| Admin fee / account holder | $31,378 | $11,100+182.7% | $14,289+119.6% | $7,775+303.6% |