Filed February 13, 2026
Total covered: 24 employees
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,020 | $102,766-62.0% | $103,693-62.4% | $102,766-62.0% |
| Participation rate | 100.0% | 81.3%+18.7pp | 72.6%+27.4pp | 81.3%+18.7pp |
| Annual return | 3.82% | 11.51%-7.7pp | 47.61%-43.8pp | 11.51%-7.7pp |
| Employer contribution / active EE | $4,529 | $4,175+8.5% | $2,920+55.1% | $4,175+8.5% |
| Participant deferral / active EE | $169 | $4,807-96.5% | $4,579-96.3% | $4,807-96.5% |
| Admin fee / account holder | $0 | $68-100.0% | $7,858-100.0% | $68-100.0% |