Filed February 11, 2026 (most recent of 2 filings on file)
Total covered: 2 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $67,000 | $47,479+41.1% | $62,929+6.5% | $82,448-18.7% |
| Participation rate | 57.0% | 66.9%-9.9pp | 73.1%-16.1pp | 68.1%-11.1pp |
| Annual return | 0.24% | 20.34%-20.1pp | 1063.93%-1063.7pp | 41.64%-41.4pp |
| Employer contribution / active EE | $1,887 | $1,885+0.1% | $2,505-24.6% | $2,551-26.0% |
| Participant deferral / active EE | $3,665 | $2,870+27.7% | $3,888-5.7% | $4,139-11.5% |
| Admin fee / account holder | $4,780 | $3,804+25.7% | $5,065-5.6% | $7,234-33.9% |