Filed February 11, 2026 (most recent of 2 filings on file)
Total covered: 2 employees
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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 | $61,575 | $45,050+36.7% | $63,018-2.3% | $70,126-12.2% |
| Participation rate | 90.0% | 69.5%+20.5pp | 74.8%+15.2pp | 69.5%+20.5pp |
| Annual return | 10.17% | 18.76%-8.6pp | 87.62%-77.4pp | 73.15%-63.0pp |
| Employer contribution / active EE | $2,546 | $2,052+24.1% | $2,761-7.8% | $2,343+8.7% |
| Participant deferral / active EE | $4,485 | $2,466+81.9% | $3,330+34.7% | $3,332+34.6% |
| Admin fee / account holder | $11,824 | $2,834+317.2% | $3,601+228.4% | $4,645+154.5% |