Filed May 5, 2026
Total covered: 2 employees
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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 | $41,504 | $39,132+6.1% | $57,196-27.4% | $62,881-34.0% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 5.90% | 9.24%-3.3pp | 14.59%-8.7pp | 20.14%-14.2pp |
| Employer contribution / active EE | $881 | $1,874-53.0% | $2,683-67.2% | $2,281-61.4% |
| Participant deferral / active EE | $5,973 | $2,374+151.6% | $3,096+92.9% | $3,203+86.5% |
| Admin fee / account holder | $2,538 | $2,594-2.2% | $3,141-19.2% | $4,296-40.9% |