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 | $64,032 | $42,909+49.2% | $60,906+5.1% | $68,486-6.5% |
| Participation rate | 62.0% | 66.8%-4.7pp | 73.1%-11.1pp | 67.9%-5.9pp |
| Annual return | -10.29% | -13.99%+3.7pp | 16.94%-27.2pp | -7.85%-2.4pp |
| Employer contribution / active EE | $1,623 | $1,979-18.0% | $2,703-40.0% | $2,597-37.5% |
| Participant deferral / active EE | $2,834 | $2,866-1.1% | $3,814-25.7% | $4,028-29.6% |
| Admin fee / account holder | $4,390 | $3,104+41.4% | $3,227+36.0% | $5,404-18.8% |