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 | $63,433-58.2% | $63,803-58.4% | $64,097-58.6% |
| Participation rate | 45.8% | 65.0%-19.3pp | 72.7%-26.9pp | 55.2%-9.4pp |
| Annual return | 21.64% | 20.74%+0.9pp | 543.72%-522.1pp | 34.64%-13.0pp |
| Employer contribution / active EE | $1,227 | $2,332-47.4% | $2,532-51.5% | $1,891-35.1% |
| Participant deferral / active EE | $2,447 | $3,119-21.5% | $3,843-36.3% | $3,080-20.6% |
| Admin fee / account holder | $1,816 | $1,489+21.9% | $5,196-65.1% | $3,454-47.4% |