Filed April 21, 2026 (most recent of 4 filings on file)
Total covered: 2 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,467 | $51,638-6.1% | $129,406-62.5% | $80,959-40.1% |
| Participation rate | 42.3% | 56.9%-14.6pp | 69.6%-27.3pp | 67.7%-25.4pp |
| Annual return | 7.59% | 20.78%-13.2pp | 9468.18%-9460.6pp | 35.67%-28.1pp |
| Employer contribution / active EE | $1,061 | $1,584-33.0% | $4,155-74.5% | $2,757-61.5% |
| Participant deferral / active EE | $3,598 | $2,670+34.7% | $4,167-13.7% | $4,300-16.3% |
| Admin fee / account holder | $4,473 | $4,313+3.7% | $7,689-41.8% | $6,925-35.4% |