Filed February 13, 2026
Total covered: 24 employees
Participant contribution per participant 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 | $38,661 | $73,367-47.3% | $79,472-51.4% | $73,367-47.3% |
| Participation rate | 100.0% | 69.5%+30.5pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 4.62% | 173.45%-168.8pp | 718.32%-713.7pp | 173.45%-168.8pp |
| Employer contribution / active EE | $3,275 | $2,499+31.1% | $2,801+16.9% | $2,499+31.1% |
| Participant deferral / active EE | $162 | $4,033-96.0% | $3,704-95.6% | $4,033-96.0% |
| Admin fee / account holder | $0 | $68-100.0% | $5,104-100.0% | $68-100.0% |