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 | $45,716 | $45,050+1.5% | $63,018-27.5% | $70,126-34.8% |
| Participation rate | 96.7% | 69.5%+27.2pp | 74.8%+21.9pp | 69.5%+27.1pp |
| Annual return | 14.89% | 18.76%-3.9pp | 87.62%-72.7pp | 73.15%-58.3pp |
| Employer contribution / active EE | $812 | $2,052-60.4% | $2,761-70.6% | $2,343-65.3% |
| Participant deferral / active EE | $5,573 | $2,466+126.1% | $3,330+67.4% | $3,332+67.3% |
| Admin fee / account holder | $1,598 | $2,834-43.6% | $3,601-55.6% | $4,645-65.6% |