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 | $39,928 | $89,433-55.4% | $82,768-51.8% | $89,433-55.4% |
| Participation rate | 100.0% | 71.3%+28.7pp | 72.6%+27.4pp | 71.3%+28.7pp |
| Annual return | 3.19% | -11.88%+15.1pp | 702.70%-699.5pp | -11.88%+15.1pp |
| Employer contribution / active EE | $3,818 | $3,021+26.4% | $3,008+26.9% | $3,021+26.4% |
| Participant deferral / active EE | $175 | $5,125-96.6% | $4,395-96.0% | $5,125-96.6% |
| Admin fee / account holder | $0 | $79-100.0% | $5,326-100.0% | $79-100.0% |