Filed June 4, 2026 (most recent of 2 filings on file)
Total covered: 4 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.)
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 | $53,934 | $46,877+15.1% | $122,354-55.9% | $70,124-23.1% |
| Participation rate | 49.2% | 58.2%-9.0pp | 71.6%-22.4pp | 69.5%-20.3pp |
| Annual return | 19.26% | 24.22%-5.0pp | 30.28%-11.0pp | 73.14%-53.9pp |
| Employer contribution / active EE | $958 | $1,288-25.7% | $4,051-76.4% | $2,342-59.1% |
| Participant deferral / active EE | $3,133 | $2,167+44.5% | $3,287-4.7% | $3,332-6.0% |
| Admin fee / account holder | $1,811 | $3,324-45.5% | $5,479-66.9% | $4,645-61.0% |