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 | $64,705+236.8% | $62,929+246.3% | $67,986+220.5% |
| Participation rate | 46.7% | 65.6%-18.9pp | 73.1%-26.4pp | 57.2%-10.5pp |
| Annual return | 15.70% | 20.31%-4.6pp | 1063.93%-1048.2pp | 31.67%-16.0pp |
| Employer contribution / active EE | $1,205 | $2,376-49.3% | $2,505-51.9% | $2,019-40.3% |
| Participant deferral / active EE | $4,822 | $3,198+50.8% | $3,888+24.0% | $3,358+43.6% |
| Admin fee / account holder | $40,747 | $1,428+2753.3% | $5,065+704.5% | $3,203+1172.1% |