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 | $57,307 | $46,596+23.0% | $64,099-10.6% | $75,181-23.8% |
| Participation rate | 68.2% | 65.9%+2.2pp | 72.3%-4.1pp | 67.2%+1.0pp |
| Annual return | 5.99% | 26.04%-20.1pp | 33.70%-27.7pp | 160.69%-154.7pp |
| Employer contribution / active EE | $1,603 | $1,975-18.8% | $2,748-41.7% | $2,671-40.0% |
| Participant deferral / active EE | $2,957 | $2,837+4.2% | $3,881-23.8% | $4,126-28.3% |
| Admin fee / account holder | $3,519 | $2,954+19.1% | $3,070+14.6% | $5,650-37.7% |