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 | $55,457+20.8% | $77,361-13.4% | $94,015-28.7% |
| Participation rate | 57.0% | 69.8%-12.8pp | 75.0%-18.0pp | 70.8%-13.8pp |
| Annual return | 0.24% | 15.57%-15.3pp | 1011.54%-1011.3pp | 17.84%-17.6pp |
| Employer contribution / active EE | $1,887 | $2,255-16.3% | $2,990-36.9% | $2,790-32.4% |
| Participant deferral / active EE | $3,665 | $3,069+19.4% | $3,911-6.3% | $4,249-13.7% |
| Admin fee / account holder | $4,780 | $4,334+10.3% | $5,894-18.9% | $8,951-46.6% |