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.)
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 | $73,385 | $45,082+62.8% | $69,464+5.6% | $72,975+0.6% |
| Participation rate | 66.7% | 68.5%-1.8pp | 74.6%-7.9pp | 69.5%-2.8pp |
| Annual return | 7.16% | 22.66%-15.5pp | 28.98%-21.8pp | 81.01%-73.9pp |
| Employer contribution / active EE | $2,232 | $2,055+8.6% | $2,779-19.7% | $2,440-8.5% |
| Participant deferral / active EE | $3,834 | $2,604+47.3% | $3,536+8.4% | $3,608+6.3% |
| Admin fee / account holder | $26,604 | $3,057+770.3% | $3,840+592.8% | $5,124+419.2% |