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 | $65,072-59.2% | $66,439-60.1% | $65,306-59.4% |
| Participation rate | 45.8% | 69.1%-23.3pp | 74.5%-28.7pp | 57.7%-11.9pp |
| Annual return | 21.64% | 21.50%+0.1pp | 757.66%-736.0pp | 21.94%-0.3pp |
| Employer contribution / active EE | $1,227 | $2,475-50.4% | $2,637-53.5% | $1,967-37.6% |
| Participant deferral / active EE | $2,447 | $3,234-24.4% | $3,876-36.9% | $2,959-17.3% |
| Admin fee / account holder | $1,816 | $1,323+37.3% | $6,173-70.6% | $3,480-47.8% |