Filed May 5, 2026
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,925 | $65,084+234.8% | $67,681+222.0% | $64,340+238.7% |
| Participation rate | 46.7% | 66.7%-20.0pp | 73.7%-27.0pp | 55.2%-8.5pp |
| Annual return | 15.70% | 20.50%-4.8pp | 590.58%-574.9pp | 24.14%-8.4pp |
| Employer contribution / active EE | $1,205 | $2,398-49.7% | $2,678-55.0% | $1,862-35.2% |
| Participant deferral / active EE | $4,822 | $3,210+50.2% | $3,976+21.3% | $2,980+61.8% |
| Admin fee / account holder | $40,747 | $1,415+2779.8% | $6,100+568.0% | $3,703+1000.5% |