Filed February 23, 2026 (most recent of 2 filings on file)
Total covered: 6 employees
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $26,526 | $64,705-59.0% | $62,929-57.8% | $67,986-61.0% |
| Participation rate | 45.8% | 65.6%-19.8pp | 73.1%-27.3pp | 57.2%-11.4pp |
| Annual return | 21.64% | 20.31%+1.3pp | 1063.93%-1042.3pp | 31.67%-10.0pp |
| Employer contribution / active EE | $1,227 | $2,376-48.3% | $2,505-51.0% | $2,019-39.2% |
| Participant deferral / active EE | $2,447 | $3,198-23.5% | $3,888-37.1% | $3,358-27.1% |
| Admin fee / account holder | $1,816 | $1,428+27.2% | $5,065-64.1% | $3,203-43.3% |